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Implementation & Data Conversion7 articles
Frequently Asked Questions about the Implementation ProcessTips for Data ConversionGlossary of Terms Used in DonorView
View all 7 articlesAccount Settings10 articles
How do I manage my account settings?What is the Account Settings page for?How do I add or change my logo?
View all 10 articlesBilling3 articles
What information is available on the Billing page?Where can I view my weekly transaction statements?What is a charge back fee?
View all 3 articlesManage DV Users11 articles
How do I invite a user?User Rights Overview and Access LevelsHow will I know when the invited user has confirmed and is active on DonorView?
View all 11 articlesViews13 articles
Why am I prompted to Create a Default View?Creating a View with the View BuilderHow to create a new View directly on a Grid
View all 13 articlesActions Overview15 articles
What can you do with the Actions menu?How do I create an email list that includes all constituents?How do I update an Email List?
View all 15 articlesBatch Updates6 articles
What is a Batch Update from the Actions menu?Batch Update Records - ConstituentBatch Update Records - Gifts
View all 6 articlesDashboards6 articles
What is a dashboard?How do I create and edit my personal dashboard?Can I customize the graphics shown on the dashboards?
View all 6 articlesAdvanced Analytics5 articles
What is the Advanced Analytics button for?How can I edit my Advanced Analytics Pivot Tables?Geo Search Filter
View all 5 articlesManaging Constituent Records8 articles
Merging Duplicate Constituent RecordsHow do I add new constituent?What is the difference between the Full & Quick tabs on the profile?
View all 8 articlesHousehold Records9 articles
Creating a Household Constituent RecordAdding Household MembersEditing Existing Household Relationships
View all 9 articlesMy Follow Ups3 articles
What is the My Follow Ups tab?How do I find the My Follow Ups page?Can I have DonorView email our users when their follow up is due?
View all 3 articlesCRM – Relationships13 articles
Where do I see relationships between constituents?How do I create a new relationship?What if the related constituent doesn’t exist yet?
View all 13 articlesCRM - Time Tracking5 articles
How do I get to the Time Tracking section?Time Tracking OverviewHow do I enter a new Time Tracking Record?
View all 5 articlesAutomated Actions5 articles
What is an Automated Action in the CRM Module?How is a CRM Automated Action Set Up?Automated Action Triggers
View all 5 articlesOutlook/Gmail Integration5 articles
Connecting your Gmail Account to DonorViewConnecting your Outlook Email Account to DonorViewBlocking Domains and Specific Email Addresses from Syncing
View all 5 articlesDatabase Hygiene3 articles
Database HygieneDuplicate Record Search Criteria, Prevention & IdentificationHow can I clean up my constituents list?
View all 3 articlesEntering General Donations16 articles
How do I enter a donation or general gift?How do I delete a gift or transaction?How do I edit a gift?
View all 16 articlesOnline Donations13 articles
What is an online donation?Will I be notified when a new online donation is made?How do I know a gift was an online donation?
View all 13 articlesAcknowledging Donations & Mail Merge Gift Templates14 articles
How do I acknowledge a donation, in kind gift, or pledge payment?How do I send or print a donation receipt?How to Generate Single Acknowledgement Mail Merge Letters
View all 14 articlesPledges Grid5 articles
What is the Pledges grid?Can I export pledge information?How do I see pledge payments that are overdue?
View all 5 articlesPledge Acknowledgements, Reminders, and Mail Merge Pledge Templates4 articles
How can I send pledge payment reminders?How do I create Mail Merge Pledge Template letters?How do I send new pledge acknowledgement letters?
View all 4 articlesDonation Pages35 articles
How do I create/edit a donation page?What are the steps to set up an Advanced donation page?Advanced Donation Page - Acknowledgement Info
View all 35 articlesGrants10 articles
What is a grant?How can I track and manage grants?How do I identify an organization or constituent as a grantor?
View all 10 articlesMatching Gifts6 articles
What is a Matching Gift?How do I designate a matching gift?Will a matching gift entry record the gift on the matching constituent's record?
View all 6 articlesSoft Credits & Donor Advised Funds9 articles
What is a Soft Credit?How do I enter a soft credit?How do I enter multiple constituents for soft credits?
View all 9 articlesEvents Grid & Purchases25 articles
Events - Summary Grid OverviewEvents - Details Grid OverviewWhat is the Events - Quickview grid for?
View all 25 articlesEvent Attendance Grid17 articles
Event Attendance OverviewCan I save the view for the Event Attendance grid?Can I check in each individual ticket?
View all 17 articlesManaging Events20 articles
Why are duplicate records formed when someone is registering for the event?Do I have to merge duplicate constituent records at the event?What is the difference between the mobile app, portal, and browser platforms?
View all 20 articlesGroup Assignments6 articles
Group Assignments OverviewIs there a way to only see unassigned event attendees?Can I add new Groups from the Assignment Dashboard?
View all 6 articlesTable Assignments9 articles
Table Assignments OverviewHow do I view table seating assignments in a grid view?Can I utilize the "group assignment" feature alongside the "table assignment feature"?
View all 9 articlesMail Merge Event & Event Attendance Templates3 articles
Sample Mail Merge Event TemplatesHow do I create an Mail Merge Event or Attendance Template?How do I send letters from the Event or Event Attendance grid?
View all 3 articlesGift Cards2 articles
How do I make gift cards available to purchase for an event?How do I set up an event where gift cards can be used?
View all 2 articlesSubscriptions3 articles
How do I make seasonal subscription tickets available for purchase?Where do I find details after someone has ordered a ticket subscription?How do I set up an event where subscriptions can be used?
View all 3 articlesP2P - Event Pages6 articles
Linking a Peer to Peer Campaign to an Event PageRegistering for a Peer to Peer EventWhat if I have event levels that don’t need to create portal fundraising pages, like sponsorships?
View all 6 articlesSupporting P2P Fundraisers21 articles
How do participants sign up?How does a P2P participant create and edit their fundraising page?Are there instructions for fundraisers to set up their pages?
View all 21 articlesP2P Dashboard7 articles
Where can I track the P2P donations?What is the difference between the Summary and Detail grids on the P2P Dashboard?What will the P2P Dashboard - Details show me?
View all 7 articlesMilestones & Badges2 articles
What are the benefits of milestones and badges?What kind of milestones can I create for my P2P campaign?
View all 2 articlesVolunteer Module & Programs Overview5 articles
Volunteer Module OverviewWhat are the options for managing volunteers?Can volunteers record their own time?
View all 5 articlesVolunteer Applications3 articles
Volunteer ApplicationsHow can I set up a review process for volunteer applications?Can a paper volunteer application be saved in a constituent's record?
View all 3 articlesVolunteer Registrations4 articles
Volunteer Registrations GridVolunteer Registrations Grid ReportsHow can I tell who is registered for my volunteer event?
View all 4 articlesVolunteer Attendance5 articles
Volunteer Attendance GridHow to use Batch Update to add volunteer time to multiple records at onceHow do I check volunteers in and out for their volunteer time?
View all 5 articlesVolunteer Scheduler3 articles
Volunteer SchedulerWhat information can I edit using the Volunteer Scheduler?Can I print a Volunteer Scheduler view?
View all 3 articlesCRM Module - Volunteer Features5 articles
Adding the "Volunteer" constituent categoryHow to manually record volunteer timeVolunteer information on the Constituent grid
View all 5 articlesVolunteer Events5 articles
Creating a single-day or single-occurrence volunteer eventCreating recurring or multi-day volunteer eventsRecurring Volunteer Events with Calendar Registrations
View all 5 articlesMembership Grid and Purchases33 articles
How can I use the Memberships grid?What is the difference between the Summary and Details Views on the Memberships grid?How do I purchase memberships on behalf of a constituent?
View all 33 articlesMembership Attendance2 articles
What can I do on the Membership Attendance grid?What can I do on the Membership Attendance History grid?
View all 2 articlesMembership Auto Reminders3 articles
What can I do on the Membership Auto Reminders grid?How do I set up a Membership Auto Reminder?How can I see the delivery analytics for my Membership Auto Reminders?
View all 3 articlesMembership Directory, Profiles & Emblems6 articles
Can member's category and committee subscriptions be shown on the directory?Global Membership DirectoryMembership Emblems
View all 6 articlesYouth Membership & Programs User Security4 articles
What can I do with the Membership Security Settings?How do I control my users Member Access level?How do I control which sites my users have access to in DonorView?
View all 4 articlesYouth Membership Enrollment12 articles
How do I assign a Member to a Session’s Team/Roster?How do I Enroll someone from the Wait List?How do I view the payment details of an Enrollment on the Enrollment Dashboard?
View all 12 articlesAttendance6 articles
How do I filter the Site Attendance grid?How do I take Site Attendance?How do I edit the Attendance In/Out time?
View all 6 articlesOnline Auctions34 articles
How do I collect credit cards prior to the auction-event?How do I add a credit card to a bidder's record?Are portal accounts for the auction created automatically?
View all 34 articlesAuction Add-ons & Paddle Raises8 articles
What are auction Add-Ons?How do I record an Add-On?How can I record paddle raise donations using an auction page?
View all 8 articlesLive Auctions4 articles
Can live auction items be shown online, but not allow online bids?Can I have a mix of live and silent auction items on the same page?How do I record the winner for a live auction item?
View all 4 articlesEmail Marketing General Information3 articles
How do I create and send an email marketing campaign?What is the difference between direct mail and email marketing?Email Marketing Best Practices for High Deliverability and Low Bounce Rates
View all 3 articlesEmail Marketing Templates27 articles
How do I create and edit an email template?What tools are available on the email template editor?How do I edit the content inside the blocks in the email template editor?
View all 27 articlesEmail Marketing Campaigns19 articles
What is a campaign?How do I create an email marketing campaign?Can I view a campaign that I’ve already sent?
View all 19 articlesEmail Marketing Overview Page - Campaign Response Rates22 articles
What is the Email Marketing Overview page?What is the Snapshot tab on the Overview page for?What is the Email Delivery tab on the Overview Page for?
View all 22 articlesEmail Marketing Auto Responders5 articles
What is the Email Marketing Auto Responders?Can I disable an Auto Responder?Can I change the settings of an autoresponder once it’s set up?
View all 5 articlesSurveys/Forms - General Information3 articles
Survey/Forms Module OverviewWhat types of surveys and forms can I create?What are the steps to create & distribute a survey or poll?
View all 3 articlesSurveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications44 articles
What is the Survey/Forms List Grid?How do I create a basic survey, application, or other form?What types of questions can I include in my survey?
View all 44 articlesSurveys/Forms Results - View Survey Responses9 articles
Survey/Forms Results Grid OverviewSurvey/Form Results - Detailed - Long FormSurvey/Forms Results - Detailed
View all 9 articlesSurveys/Forms Contacts - Email Lists5 articles
Is the Survey/Forms Contacts page the same as the Email Marketing Contacts page?Survey/Forms Contacts - Creating Email Lists for SurveysSurvey/Forms Contacts - Editing and Managing Email Lists
View all 5 articlesSurveys/Forms Overview - For Email Response Rates8 articles
Survey/Forms Overview - Delivery Status and Statistics for Surveys Sent Via EmailWhy can’t I see all of my survey campaigns in the drop down menu on the Overview page?Can I see which recipients have opened my survey email?
View all 8 articlesInternal Only Surveys/Forms3 articles
What is an internal only survey or form?How can an internal only survey or form be created?Can internal only survey responses be edited?
View all 3 articlesText/Push Messaging Activity & Queue7 articles
Text/Push Messaging Overview & ActivationSending Text/Push MessagesText/Push Messaging Activity Grid
View all 7 articlesManaging the Constituent Portal11 articles
What is the Constituent Portal?Is there a mobile app for the Constituent Portal?Where can I find the link/URL to my Constituent Portal?
View all 11 articlesManage Portal Users12 articles
How do I invite constituents to sign up for the portal?How can I help a constituent who has trouble logging in to the portal?Can I see who has a Portal account?
View all 12 articlesBlueTooth Devices & DV Connect App10 articles
What is the DV Connect App?VP3300 Bluetooth Credit Card Swiper DeviceVP3300Mobile Bluetooth Swiper Documentation
View all 10 articlesIntegration Setup7 articles
How do I give access to the Quickbooks setup and export?How do I set up the Quickbooks integration?How do I add accounts from my Chart of Accounts that is in Quickbooks?
View all 7 articlesExporting to QB7 articles
How are the transactions created in Quickbooks?Does the donor information get created in Quickbooks?Does the import create duplicate customers in Quickbooks?
View all 7 articlesGeneral Training Information8 articles
I'm a new user, how can I learn more about DonorView?What Training is Included in the Onboarding Process?What training and support options are available with my subscription?
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