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