Once you are in Account Settings, under "Organization Info" is where you can edit and update all of your account’s contact information like: 

  • Organization Name 
  • Address
  • Phone Number
  • Fax Number
  • Email
  • Website
  • Industry
  • Logo. 
  • Tax ID & Fiscal Year End Date 

Under Payment Methods, you can:

  • See if direct deposit has been setup for your sub-merchant account insuring that all online transactions are directly deposited into your organization's bank account. If the status shows as "Inactive" then your organization needs to complete a ETF form and submit it to the DonorView team.
  • See if ACH has been activated for your organization's account. ACH as a payment method is provided through a 3rd party vendor called Forte. To activate this method you will need to submit an application to create a merchant account through Forte. Once approved ACH will be available on your online Donation Forms.
  • Activate Additional Payment Methods such as Venmo, Paypal and Google pay for use on your Donation, Event and Membership forms. 

Under Options, you can: 

  • Manage Picklists allows you to edit the values that appear in Dropdown fields all over the software. One place to edit things like Email Types, Phone Types, Address Types etc.
  • Enter in which email addresses should be sent billing notifications or credit card statements. 
  • Update recognition name format 
  • Control if soft credits are included in calculated fields. 
  • Manage Quickbooks export settings 
  • Control if you'd like "First Name" as one of the fields used to determine if new information submitted through a form matches an existing constituent's record. Note: With First Name turned off only Email and Last Name or Address Street and Last Name need to match.
  • Add Sites/Chapters