Module Guides
Overview of the functions and features of each of the modules.
Introduction to DonorView ModulesThe activities within DonorView are organized in modules. The subsequent module articles provide a description of those activities along with links to articles and videos to learn more. The training videos can be found in the Support Videos library located under the user icon me…1 min readOverview of Organization SettingsOrganization Settings The organization settings are found in a menu under the organization’s name in the top right corner of the screen. The Account ID, Support Plan, and support phone number can be found here. Account In the account menu, the account settings link is where the…2 min readOverview of User SettingsUser Settings User Settings The user settings can be customized by the user with the name, login ID, turning on follow-up email reminders, and allowing direct emails to be sent from the software. Learn more in the video User Settings - https://vimeo.com/854737161/1e9ce73d90 . Su…1 min readCRM Module OverviewCRM (Constituent Relationship Management) Module The CRM module is where the contact and summary information are contained about the constituents. A constituent is any individual or company that your organization interacts or communicates with including members, donors, voluntee…5 min readFundraising Module OverviewFundraising Module Gifts The gifts grid contains information about each transaction, whether that is a donation, pledge, pledge payment, event purchase, auction item purchase, or membership. Information is auto populated from the entries provided in the different donation, event…4 min readEvents Module OverviewEvents Module Events The events grid provides the financial transaction information related to event purchases and registrations. To view the data, an event must first be selected from the queries column in the left side bar. There is a summary and a detail view. The detail view…5 min readPeer to Peer Module OverviewPeer-to-Peer Module P2P Dashboard The P2P campaign dashboard has two views, the summary and detail views. The summary view shows a list of all the participants and teams which have raised money, and it shows the total that team or participant had raised. The detail view shows al…2 min readVolunteer Module OverviewVolunteer Module Applications When a survey/form is identified as a volunteer application, those applications are linked to the volunteer module. The applications page shows the summary and detailed information of the applications. To learn more about the volunteer module, see t…2 min readGeneral Membership Module OverviewGeneral Membership Module Membership The main membership grid has two views, the summary and detail view. The summary view will show the most current owner for each membership with information about the transaction, amount due, the membership level, expiration date, and status.…3 min readYouth Membership Module OverviewYouth Membership Module The youth membership module is a specialty module that must be activated during implementation and data conversion. This module operates somewhat independently from other modules, like the general memberships and events features. It works in conjunction w…5 min readAuction Module OverviewAuctions Module Auctions The auctions grid is where silent, live, on-line, and hybrid auctions are managed. The grid shows all the auction and add-on items. The item descriptions, bidder sheets, and item certificates can be printed from this grid. The grid also has features for…2 min readEmail Marketing Module OverviewEmail Marketing Module The email marketing module can replace other platforms like Contant Contact or Mail Chimp. To see the whole process, see the video Email Marketing - https://vimeo.com/196891123/7c866a2df0 Overview The overview feature shows the results of the email marketi…2 min readSurveys/Forms Module OverviewSurveys/Forms Module Overview For surveys/forms that are sent via email, this feature works just like the email marketing overview feature to view the survey open rates and other statistics. See more about sending surveys and forms via email in the video Survey/Forms Distributio…2 min readReports Module OverviewReports Module Clicking on the Reports link in the Workspace will open a feature to create cross-referenced reports across the constituent and gifts grid and the constituent and events grid. There are links to create reports for youth memberships, interactions, attendance, and t…2 min read