Constituent Profiles

How do I add a new choice in a dropdown box?
Click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new choice you want to add and click on the save icon to the right...
Fri, Jul 13, 2018 at 9:38 AM
Can I edit or delete a choice in a dropdown box?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   To edit a value, click on the edit Icon to the right of the value you’d...
Thu, Jan 28, 2016 at 8:38 AM
Can I change the order that values appear in a dropdown box?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   Find the value that you want to re-order and click on the icon with 3 r...
Thu, Jan 28, 2016 at 8:39 AM
What are categories on the Profile screen?
Categories are classifications that you can assign to any constituent. These categories can include things like board memebers, committee members, special c...
Thu, Jan 28, 2016 at 8:39 AM
Can I add, edit or delete categories?
To add a new category – Click on the edit categories icon in the Categories section of the profile screen. Type in the new category and click the Save icon....
Fri, Jul 13, 2018 at 9:44 AM
What are email lists?
Email lists are list of constituents and their email addresses that allow you to send emails using the Email Marketing section of DonorView. An email list i...
Thu, Jan 28, 2016 at 8:41 AM
Can I add, edit or delete email lists?
To add a new email list – Filter the grid for the desired contacts for you list and click on “Actions”, then in the popup click "Create List". You...
Mon, Oct 16, 2017 at 3:05 PM
How do I add or remove constituents to an email list?
Click on “Manage Email Lists Subscribed” in the Email Lists section of the profile screen. Click on the box next to the lists that you want to add this cons...
Fri, Jul 13, 2018 at 9:49 AM
Can I see who works for a certain company?
Yes, you can search for an individual company and open that company’s profile. On that profile will be a grid titled “Company Contacts” with a list of all e...
Fri, Jul 13, 2018 at 9:55 AM
How do I add an employee to a company?
If you are on a contact’s profile, you can simply select the company that they work for in the Company dropdown box. This will add them as an employee on th...
Thu, Jan 28, 2016 at 8:43 AM