Portal Features
Information on the different features available in the portal.
Portal Features for DonationsIf you have the Advanced Portal activated and you have selected Donations from the list of options, your constituents can use the portal to see a list of all their transactions and make new donations using the Donations icon. Constituents can use the portal to see a list of all…1 min readPortal Features for PledgesIf you have the Advanced Portal activated and you have selected Pledges in the list of options available for the portal, your constituents will be able to see their pledges and pledge payments. You also have the option allow constituents to make changes to their pledge schedule…3 min readPortal Features for EventsIf you have the advanced portal activated and you have selected Events in the list of options available for the portal, your constituents can manage their event registrations. After logging into the portal, the constituent can click on the Events icon to launch this feature. You…3 min readPortal Features for MembershipsIf you have the advanced portal activated and you have selected Memberships in the list of options available for the portal, your constituents will be able to see their history of membership transactions. Note that the member must create their portal account with the same name a…3 min readPortal Features for the Membership DirectoryIf you have the advanced portal activated and you have selected Member Directory in the list of options available for the portal, your constituents will be able to see the directory related to the membership as well as a global directory if you have one created. Note that the me…2 min readPortal Features for Time TrackingIf you have the advanced portal activated and you have selected Time Tracking in the list of options available for the portal, your constituents will be able to see their time tracking history and add new time if you have not disallowed that on the Portal Info page. Clicking on…2 min readPortal Features for Peer to Peer CampaignsIf you have selected Peer to Peer Campaigns in the list of options available for the portal, your constituents will be able to create and manage their fundraising pages and communications via the portal. Clicking on the Peer to Peer icon will open the page to allow them to manag…1 min readPortal Features for Youth MembershipsIf you have the Youth Membership module activated for your account, there are two ways for parents to access the Parent Portal features. The first is a direct link at the top of the page under the Parent Portal Info. This link does not require the Advanced Portal. The Parent Por…1 min readPortal Features for DocumentsIf you have the Advanced Portal activated and you have selected Documents from the list of options, your constituents can use the portal to see a list of all the documents that have been saved in their record. Documents saved for the constituent must be checked "Post to Portal"…2 min readPortal Features for AuctionsIf you host an online auction the Auctions icon will automatically be added to the portal. The Auctions icon is included with both the Basic and Advanced portals. The Auctions icon can also be hidden from the portal if desired by unchecking the box. By clicking on the Auctions i…1 min readPortal Features for Members Only DocumentsIf you have the advanced portal activated and you have selected Member Only Documents in the list of options available for the portal, your constituents will be able to see the Members Only Document library you have one created. Note that the member must create their portal acco…1 min readPortal Feature for Manage HouseholdsIf you have the Advanced Portal activated and you have selected Households from the list of options, your constituents can use the portal to see a list of all their household relationships. The list of who is a member of the household cannot be edited from the portal. However, t…1 min readPortal Features for Updating the Constituent's Personal InformationThe portal allows your constituent to update their personal information by clicking on their name in the top right corner of the portal. These features are available in both the Basic and Advanced portal. In this menu the links include: - Update My Info - Email Subscriptions - C…1 min readPortal Mobile AppIn addition to the desktop version, the portal is also available as a mobile app. It can be downloaded here: Google Play - DonorView: https://play.google.com/store/apps/details?id=com.donorview.portalapp Apple iTunes - iOS DonorView: https://apps.apple.com/us/app/donorview-porta…1 min readPortal Features for the ForumIf you have the Advanced Portal activated you can request activation of the Forum feature. Once your forum is activated, you can include the link in your portal. Your constituents can click on the Forum link to open the forum and see and add posts and participate in discussions.…1 min read