Within the membership and Programs Module there are many different dashboards that display all the different information DonorView collects for Members. H...

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...

  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...

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:   ...

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. ...

 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 ...

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...

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...

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...

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...