Members

Member Dashboards Overview
Within the membership and Programs Module there are many different dashboards that display all the different information DonorView collects for Members. H...
Thu, Mar 24, 2016 at 10:27 AM
What does the Member Dashboard show?
The member Dashboard or grid displays all members that have signed up at your organization. For each of those members it then displays the following field...
Thu, Mar 24, 2016 at 10:27 AM
What can I do on the Member Dashboard?
  Like all other grids in DonorView you are able to sort, filter and group the data as well as create Email Lists and Export to Excel. Unlike other grid...
Thu, Mar 24, 2016 at 10:28 AM
How do I create a New Member?
There are two different ways to create a new member and which option you choose is based on whether the Guardians are already in the system or not:   ...
Thu, Mar 24, 2016 at 10:31 AM
How do I delete a member?
To delete a Member you will need to be on the Member Dashboard, on each row you will find a trashcan icon. Click this icon to delete that member. ...
Thu, Aug 11, 2016 at 1:37 PM
How do I edit a Member’s information?
 To edit a Member’s data you will need to go into that Member’s profile. Once there you can edit the data and finish by clicking Save. You can do this on ...
Thu, Mar 24, 2016 at 10:32 AM
What are all the different tabs on a Member’s record?
There a several tabs on a member’s record that help break up all the information that is stored for them. Here is a breakdown of the different tabs and wh...
Thu, Mar 24, 2016 at 10:34 AM
What are Member Categories?
Just like on the constituent side you can create custom Categories that you can subscribe your members too. These Categories will make it easier to filter...
Thu, Mar 24, 2016 at 10:36 AM
How do I Import a document for a Member?
Once inside a Member’s record you just need to click on the “Docs” tab. Once there you will see any documents that were previously uploaded. You will also...
Thu, Mar 24, 2016 at 10:36 AM
How do I Import a document for a Member?
Once inside a Member’s record you just need to click on the “Docs” tab. Once there you will see any documents that were previously uploaded. You will also...
Thu, Mar 24, 2016 at 10:40 AM