Constituent Profiles

Can I add employees to a company from the company profile?
If the employee does not exist in DonorView yet, you can click on the “+” button that appears above the Company Contacts grid on the company profile screen....
Fri, Jul 13, 2018 at 9:55 AM
What is company type?
The company type field allows you to classify the industry that the company is in. Examples are banks, churches, schools, retail, etc.
Thu, Jan 28, 2016 at 8:44 AM
What does primary & secondary relationship mean?
The primary & secondary relationships are the people at your organization who typically handle communications with the constituent.
Thu, Jan 28, 2016 at 8:44 AM
What is the tickler/special notes field for?
The tickler/special notes allows you to have an important message about a constituent that you want to be sure any DonorView user will see. The text in this...
Fri, Jul 13, 2018 at 9:57 AM
What are Wealth Profiles?
The Wealth Profile lookup allows you to look up criteria for donors and then see that information in DonorView. Benefits:  Search Prospect wealth prof...
Fri, Nov 11, 2022 at 11:24 AM
How does a constituent Opt-in/Opt-out of text messaging?
Some cellular service providers have put new rules in place to allow for better text messaging deliverability. They are now requiring recipients to opt-in t...
Fri, Feb 11, 2022 at 1:56 PM
Custom Constituent Fields
Beyond the default fields available on an Individual or Company Constituent profile you can also request custom fields be added to these screens. These cust...
Thu, Jun 16, 2022 at 2:58 PM
Selecting a Default Mobile Text Number
For constituent’s with multiple Mobile phone numbers listed on their record you can select which of those Mobile number should be used for text messaging th...
Thu, Sep 15, 2022 at 8:31 AM
How can I add a non-binary option to the gender selections?
The default values for the Gender Field picklist are, Male, Female and Not Provided. However, if you wish to also have “non-binary” as a picklist option you...
Wed, Feb 22, 2023 at 10:46 AM
Is there an option to add pronoun preferences to the constituent's profile?
Yes. You can add this feature by turning on “non-binary” as a picklist option for gender under your Account Settings. Mouse over your Organization’s name in...
Wed, Feb 22, 2023 at 10:51 AM