Merging Constituent Records

Can I merge two constituent records together?
Yes, you can merge two constituent records together on the constituent grid. Find the Merge column, which is initially located on the far right side of the ...
Mon, Mar 4, 2024 at 2:51 PM
What information can I transfer between two constituent records?
All of the information from one record can be transferred to another record including addresses, phone numbers, gift records, memberships, and profile data....
Mon, Oct 17, 2022 at 4:56 PM
How to manage individual spouses
There are several ways to manage spouses within DonorView but, depending on your needs, you may require that spouses have their own separate constituent rec...
Tue, Jan 30, 2024 at 12:44 PM