Constituents Grid
What is a Constituent?A constituent is a contact's record in the database and can include people or organizations. Constituent can be members, donors, vendors, grantors, email list subscribers, sponsors, volunteers, prospects, or other types of contacts. A constituent is an entity that you want to co…3 min readWhat is the Constituents Grid?The Constituents grid is where you will manage your constituent records. It shows a list of all constituents in a grid format with basic information for each, such as constituent type, contact information, and summary information about that constituent. You can click on the name…1 min readHow do I find the Constituents Grid?Once you are logged into DonorView mouse over to "Workspace". Upon hovering over it, a dropdown will appear, with the first option being "CRM". After hovering over "CRM", another dropdown will be presented, containing "Constituents". Click on "Constituents", and you will be brou…1 min readHow can I search for a specific constituent?There is a search bar at the top of Constituents grid to allow you to search in the fields Last Name, First Name, Email, Phone, Street Address, City and State. You can search in one or more fields and click on the blue search icon on the right side of the search bar. These field…1 min readCan I export constituent information?You can export the data shown on the Constituents grid to an Excel file by clicking on the Actions menu at the top of grid, then clicking on Export to Excel File. In the new window you will be able to choose to: - Export Main Email & Address - this option includes only the defau…1 min readHow can I delete a constituent?Deleting a constituent record will delete all information about the constituent as well as any transactions, relationships, documents, time tracking, interactions, survey responses, or any other records related to the constituent in the database. This action cannot be undone. A…2 min readHow do I send an email to one person?On any grid where the constituent’s email address is shown the email address is a link that you can click on to send an individual email. Depending on your user settings, it will either open the Direct Email window or it will open the default email program set up for your browse…1 min readHow do I send an email to a group of people?Using the Actions menu at the top of the grid you can create an email list or email marketing campaign, you can send a direct email to the group, or you can send a letter created in the CRM Mail Merge Templates via email. To learn more about these options, check out these articl…1 min readHow do I look up duplicate constituents?You can look up potential duplicates by using our Potential Duplicate Report. You can find this on the Constituents Grid by selecting Actions and select Potential Duplicate Report. Once you've selected this a pop up will appear that will allow you to select the type of search cr…3 min readDirect EmailsDirect emails are a fast and easy way to get an email out to one or many constituents, depending on your needs. To send out a single email, you can click on a constituent’s email address which appears directly on the main grids or within a constituent's profile. If your default…4 min readWhat are the summary data columns on the Constituents grid?The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information for giving history, memberships, time tracking, event attendance, email open rates, and interactions. The columns only updat…11 min readHow do I remove duplicate addresses from a mailing list?To prevent duplicate addresses and constituents, be sure to review these articles for recommendations for managing your data: Duplicate Record Search Criteria, Prevention & Identification How to manage individual spouses/partners How do I look up duplicate constituents? Can…1 min readWhat is the difference between the Last Name/Constituent and Company Fields?Constituent Definition In DonorView, a constituent is any contact record in the database. This could include donors, members, non-members, vendors, sponsors, event attendees, email list subscribers, government agencies, volunteers, prospective members, staff and more! A constitu…3 min readHow do I see donors who have donated Last Year but Not This Year? - Views Library (LYBUNT)LYBUNT (pronounced "lie-bunt") means donors who have given Last Year But Unfortunately Not This. This refers specifically to donors who gave in the immediately preceding (last) calendar/fiscal year but not in the current calendar/fiscal year. The Views Library on the Constituent…2 min readTop Donors Report - View LibraryThe Top Donors Reports provide a list of the top donors by total donation amount. The Views Library on the Constituent grid has four ready-to-use views to generate a list of top donors: Top Donors YTD, Top Donors FYTD, Top Donors 5Y, and Top Donors All Time. From the Constituent…2 min readHow do I create a Year-End Tax Letter?If you would like to create a year-end tax letter for your constituents, you will use the Constituents grid to create your view and generate your letters. 1. Your first step will be to create your mail merge template letter to act as the cover letter for your statements. See How…5 min readWhat is a constituent category?A constituent category is a way to group together constituents who have similar attributes. Categories can be used to quickly identify these groups for reports or communication. For example, you can create categories such as Volunteer, Alumni, Major Donor, etc. From the Constitu…2 min readHow do I see everyone that has a certain category?You can filter your grid view for specific categories using the Quick Queries menu on the left side bar. Select the categories desired and click Apply to show the applicable data. Note that this query will show any constituents who meet any of the criteria. For example if you se…1 min readCRM Dashboard Category FilterOn the CRM and Personal Dashboard, the “CRM – Statistics” graphic can be filtered based on a Constituent Category. Clicking on the dropdown field in the upper left corner of the graphic will allow you to select from any active Constituent Categories. Once a Category is selected,…1 min read