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How will I know when the invited user has confirmed and is active on DonorView?You can tell by looking at the DonorView Users grid. The fourth column to the right is the “Status” column and will show you who is active a…Manage DV Users · 1 min readCan I have DonorView email our users when their follow up is due?Users can set up email notifications for follow ups. The notifications are sent the day before the follow up is due, usually in the morning.…My Follow Ups · 1 min readVolunteer information on a constituent's profileYou can also request custom fields related to your volunteer programs. The software automatically tracks volunteer time on the Time Tracking grid and there are summary fields on the Constituents grid as well, however you…CRM Module - Volunteer Features · 3 min readCan I disable the time tracking function on the Donor Portal?Yes, if you do not wish to allow your constituents to add service hours on the Donor Portal you can disable it. From the Donor Portal Info page, change the toggle for Disable Ability to Add Time in the Portal to YES . If…Managing the Constituent Portal · 1 min readVolunteer Time Tracking GridsThe initial grid that will open is the Detail grid. This grid provides a record for each volunteer shift. The grid includes the View Builder and other typical grid features like filtering, sorting, and the Actions menu.…Volunteer Time Tracking Grid · 2 min readHow to manually record volunteer timeYou can record volunteer time using the Time Tracking grid within the CRM module, or via the Time Tracking tab in a constituent's record. From the constituent's record, go to the Time Tracking tab and click on Add Servic…CRM Module - Volunteer Features · 2 min readHow do I create volunteer reports?Volunteers Who Have Donated Greater Than 100 Hours This Year To see any cumulative totals, you will use the Time Tracking - Summary grid. 1. Click on Switch to Summary . 2. On the Summary grid, find the YTD Time (minutes…Volunteer Module & Programs Overview · 7 min readHow do I log into DonorView?The DonorView software is a cloud-based application that is accessed through an internet browser. We recommend Google Chrome or Firefox browsers for the best operating experience. In the address bar, type in https://app.…Login & Technology · 1 min readCan volunteers record their own time?Your constituents will need to create a portal account. Portal accounts are not automatically created, the constituent must register themselves using the same name and email as you have in your database. You can learn mo…Volunteer Module & Programs Overview · 3 min readDonor Insight- DonorView Giving History – Analytics based on the donor’s giving activity currently recorded within DonorView. - Estimated Wealth – An estimated view of the donor’s overall wealth based on available research. - Wealth…AI Analytics · 3 min readWhat is a dashboard?The Volunteer Module Dashboard will display information about your volunteers' time tracking and giving habits including:Dashboards · 11 min readKiosk Mode for Mobile App Users…er under the setup of your account users. NOTE: Once assigned, when the user logs into the DV Connect app, only the Time Tracking Check In/O…Manage DV Users · 2 min readRecurring Volunteer Events with Calendar Registrations- Toggle Create time tracking on check in to YES . - You can assign the Service Categories as desired. - By default, you would need to check in and check out the volunteer on the Attendance grid to calculate the number o…Volunteer Events · 8 min readMembership Discounts and Fees based on Time Tracking Hours…renewals based on a Member's time tracking hour totals during their previous membership's timespan. To add a Fee or Discount related to Tim…Membership Page Setup · 3 min readHow do I control a user’s access on the Mobile Attendance App?…ill be using the Mobile Attendance app will first need to be granted access through their User account. Navigate to the "Manage Users" page…Youth Membership & Programs User Security · 1 min readUsing DonorView in Your Annual Planning Processed by creating reports in DonorView. The fundraising dashboard also shows me details like Five Year Giving Patterns and Donor Retention Rate for the last 12 months.Helpful Articles · 3 min readWhat are the options for managing volunteers?The mobile app has feature to allowing the use of the DV Connect mobile app in Kiosk Mode. You can set up a user as a "Mobile App Kiosk User" and this user would only have access to the time tracking feature on the app.…Volunteer Module & Programs Overview · 5 min readI'm a new user, how can I learn more about DonorView?DonorView offers several options learn more about the software and its features. Please see the attached New User Guide with information abo…General Training Information · 3 min readHow do I control which sites my users have access to in DonorView?…n the upper right corner and click Users. Select the user you want to change settings for and their row will be highlighted in blue. Then mo…Youth Membership & Programs User Security · 1 min readGlossary of Terms Used in DonorViewTime Tracking – Time tracking is used to track volunteer and committee time. It can also be used to track education time, contact time with a constituent, and CEUs earned. Transaction – A transaction is a record of a sin…Implementation & Data Conversion · 20 min read