How can we help?
Search the knowledge base or browse articles by topic.
Popular:
Featured articles
Browse by category
General Information & Overviews
Provides information and overview of the modules for new users.
Implementation & Data Conversion7 articles
- Frequently Asked Questions about the Implementation Process
- Tips for Data Conversion
- Glossary of Terms Used in DonorView
Organization Account Management
Information on managing the organization's account including account settings, billing, payment options, and saved credit card information.
DonorView User Management
Information about managing the internal users who have access to the DonorView database as well as options and security settings for users.
Grids, Dashboards & Software Functionality
Information about the module dashboards, managing grid Views, using the Actions menu, Advanced Analytics features, and how different features function in the software.
Views13 articles
- Why am I prompted to Create a Default View?
- Creating a View with the View Builder
- How to create a new View directly on a Grid
Actions 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?
Batch Updates6 articles
- What is a Batch Update from the Actions menu?
- Batch Update Records - Constituent
- Batch Update Records - Gifts
Dashboards6 articles
- What is a dashboard?
- How do I create and edit my personal dashboard?
- Can I customize the graphics shown on the dashboards?
CRM Module
Information about the functions and activities performed with the Constituent Relationship Management (CRM) module.
Managing Constituent Records8 articles
- How do I add new constituent?
- What is the difference between the Full & Quick tabs on the profile?
- What is the difference between an individual and a company record?
Household Records9 articles
- Creating a Household Constituent Record
- Adding Household Members
- Editing Existing Household Relationships
CRM – Relationships9 articles
- Relationships Overview
- How do I create a new relationship?
- Where do I see relationships between constituents?
CRM - Time Tracking4 articles
- Time Tracking Overview
- How do I see time tracking information?
- How do I enter a new Time Tracking Record?
Automated Actions5 articles
- What is an Automated Action in the CRM Module?
- How is a CRM Automated Action Set Up?
- Automated Action Triggers
Outlook/Gmail Integration5 articles
- Connecting your Gmail Account to DonorView
- Connecting your Outlook Email Account to DonorView
- Blocking Domains and Specific Email Addresses from Syncing
Fundraising Module
Information about the functions and activities performed in the Fundraising Module including financial reporting, pledge management, and donation pages.
Entering 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?
Online 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?
Acknowledging 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
Pledges Grid5 articles
- What is the Pledges grid?
- Can I export pledge information?
- How do I see pledge payments that are overdue?
Pledge 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?
Donation 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
Grants10 articles
- What is a grant?
- How can I track and manage grants?
- How do I identify an organization or constituent as a grantor?
Matching 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?
Events Module
Information about creating and managing events utilizing the features in the Events Module.
Events Grid & Purchases25 articles
- Events - Summary Grid Overview
- Events - Details Grid Overview
- What is the Events - Quickview grid for?
Event Attendance Grid18 articles
- Event Attendance Overview
- Can I save the view for the Event Attendance grid?
- Can I check in each individual ticket?
Managing 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?
Group Assignments6 articles
- Group Assignments Overview
- Is there a way to only see unassigned event attendees?
- Can I add new Groups from the Assignment Dashboard?
Table Assignments9 articles
- Table Assignments Overview
- How do I view table seating assignments in a grid view?
- Can I utilize the "group assignment" feature alongside the "table assignment feature"?
Peer To Peer Fundraising Module
Information about creating and managing peer to peer campaigns.
P2P - Event Pages6 articles
- Linking a Peer to Peer Campaign to an Event Page
- Registering for a Peer to Peer Event
- What if I have event levels that don’t need to create portal fundraising pages, like sponsorships?
Supporting 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?
Volunteer Module
Information about volunteer management features.
Volunteer Module & Programs Overview5 articles
- Volunteer Module Overview
- What are the options for managing volunteers?
- Can volunteers record their own time?
Volunteer Registrations4 articles
- Volunteer Registrations Grid
- Volunteer Registrations Grid Reports
- How can I tell who is registered for my volunteer event?
Volunteer Attendance5 articles
- Volunteer Attendance Grid
- How to use Batch Update to add volunteer time to multiple records at once
- How do I check volunteers in and out for their volunteer time?
General Memberships Module
Information about the functions and activities performed within the General Memberships Module
Membership 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?
Youth Memberships Module
Information about creating and managing a youth program utilizing the features in the Youth Membership Module.
Youth 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?
Youth 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?
Auctions Module
Information on creating and managing auctions utilizing the features in the Auctions Module.
Online 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?
Auction 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?
Email Marketing Module
Information about the email marketing functions, creating email lists, sending email campaigns, editing email templates, and reviewing results in the Email Marketing Module.
Email 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?
Email 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?
Surveys/Forms Module
Information about creating and reviewing responses for various types of forms, polls, applications and surveys made with the Surveys/Forms Module.
Surveys/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?
Surveys/Forms Results - View Survey Responses9 articles
- Survey/Forms Results Grid Overview
- Survey/Form Results - Detailed - Long Form
- Survey/Forms Results - Detailed
Surveys/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 Surveys
- Survey/Forms Contacts - Editing and Managing Email Lists
Surveys/Forms Overview - For Email Response Rates8 articles
- Survey/Forms Overview - Delivery Status and Statistics for Surveys Sent Via Email
- Why 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?
Reports Module
Information about the activities that can be performed with the functions in the Reports Module including creating custom reports, text messaging management, mail merge queues, and thank you emails.
Constituent Portal
Information about the features of the Constituent Portal for constituents to view and manage their own account information.
Managing 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?
Mobile Devices & DV Connect App
Information about the features and activities that can be performed using the Mobile App.
Integration 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?
Training
Provides information about training options and how to access training.
Can't find what you need?Our support team replies within one business day.