Managing Constituent Records
Merging Duplicate Constituent RecordsYou can merge two constituent records together on the constituent grid. Find the Merge column, which is initially located on the far right side of the grid. It is often convenient to move this column to the left side of the grid near the Last Name/Constituent column. Once the Me…3 min readHow do I add new constituent?A constituent can be added from the Constituents grid by clicking on +New. You can add a new: - Individual - an individual person (or couple) - Company - an organization - Household - a special constituent record that links together individual constituent records Adding New Indi…2 min readWhat is the difference between the Full & Quick tabs on the profile?When entering a new constituent, you have the option of doing a Full add, which allows you to enter data in all the profile page fields. Or, you can do a Quick add, which is limited to name, email, address, and phone number fields. When you have finished adding the information,…1 min readWhat is the difference between an individual and a company record?An individual record is for a person or a couple and a company is a group or organization. It is important to choose correctly when entering a new constituent because each profile has different fields applicable to that type of constituent. For example, an Individual profile inc…1 min readWhat information can I transfer between two constituent records when merging?When merging two records the record that you select to keep, by checking the box Keep this record, will be considered the master record. The information already filled in on the master record profile will be kept. Items that will move on the profile are highlighted in green. - I…2 min readHow to manage individual spouses/partnersThere are several ways to manage spouses and partners within DonorView but, depending on your needs, you may require that they each have their own separate constituent records. This option has the benefit of allowing you to track and communicate with each person individually. Ho…3 min readEmail Duplication between a Company and Individual Constituent RecordA Company and an Individual Constituent can share the same default email address without any errors. The software will still display a duplicate email error if it finds two Individual Constituents with the same default email address or two Company Constituents with the same defa…1 min readSwitching from an Individual to a Company profile record typeThe profile type cannot be changed on a record, however you can create a new record and merge an individual record and a company together (or vice versa). Individual to Company 1. If you have an individual record that should be a company record, first create a new "company' reco…2 min read