The list below shows the vertical representation of all the standard fields that are on the Constituents Grid. On the actual Constituents Grid, the field title is shown as the header in each of the columns for a constituent record. Many of the fields are auto populated and are not required for data conversion.
The Field Title is name listed at the top of the column. The Profile Type indicates which type of constituent records would have data in that field. The Field Type indicates they type of data contained in the field. Some of the data is auto-populated and is identified with a Yes in the Auto Populated column. Those that are auto-populated are not required for the conversion template. The Notes column provides any description or additional information about the field.
There are also custom text, date, picklist, multi-select, number, and true/false fields that can be created for your data and are not shown on this list. Be sure to notify your implementation manager of any custom fields you require for your constituent records.
| Field Title | Profile Type | Field Type | Auto Populated? | Notes |
| Merge | Company and Individual | Action Field | No | Select Constituent Records to be Merged |
| Mail Merge | Company and Individual | Action Field | No | Used to generate a single mail merge letter to the constituent |
| Constituent ID | Company and Individual | Text | Yes | Auto populated field |
| Profile Type | Company and Individual | Individual/Company/Household | No | Selected when entering a new constituent |
| Prefix | Individual Only | Picklist | No | Customizable values - usually Mr., Mrs., Dr., Ms., etc. |
| First Name | Individual Only | Text | No | First name is only available for individual constituent records |
| Middle Name | Individual Only | Text | No | Middle name is only available for individual constituent records |
| Last Name/Constituent | Company and Individual | Text | No | Used for the last name of a person or the name of a company |
| Suffix | Individual Only | Picklist | No | Customizable values, usually Jr., Sr., III, etc. |
| Recognition Name | Company and Individual | Text | Yes | Auto populated field = Last Name, First Name |
| Company and Individual | Email Address | No | Primary email address associated with the record - electronic fingerprint | |
| Email Type | Company and Individual | Picklist | No | Customizable values - usually work, home, other |
| Email Status | Company and Individual | Picklist | Yes | Defines if the email is bounced, unsubscribed, or other undeliverable status |
| Company | Individual Only | Text | No | The name of the company that the individual works for - links the two constituent records via an employer-employee relationship |
| Title | Individual Only | Text | No | The job title of the individual |
| Address 1 | Company and Individual | Text | No | Default street address of the constituent |
| Address 2 | Company and Individual | Text | No | Default second address line of a constituent - note that apt and suite numbers should be included on Address 1 to comply with USPS standards |
| City | Company and Individual | Text | No | Default city of the constituent |
| State | Company and Individual | Picklist | No | Default state of the constituent |
| Zip | Company and Individual | Text | No | Default zip code of the constituent |
| County | Company and Individual | Text | No | Default county of the constituent |
| Country | Company and Individual | Picklist | No | Default country of the constituent |
| Address Type | Company and Individual | Picklist | No | Customizable values - usually work, home, vacation, seasonal, other |
| Mailing Status | Company and Individual | Picklist | No | Customizable values - usually identifies bad address or do-not-solicit requests |
| Default Phone | Company and Individual | Text | No | The phone number that is identified as the default on the profile page |
| Mobile Phone | Company and Individual | Text | No | Default mobile phone number for texting |
| Home Phone | Company and Individual | Text | No | Phone number identified as the home number |
| Work Phone | Company and Individual | Text | No | Phone number identified as the work number |
| Company Email | Individual Only | Email Address | Yes | The email for the company that the individual works for |
| Company Default Phone | Individual Only | Text | Yes | The default phone number for the company the individual works for |
| Company Address1 | Individual Only | Text | Yes | The address of the company the individual works for |
| Company Address 2 | Individual Only | Text | Yes | The secondary address of the company the individual works for |
| Company City | Individual Only | Text | Yes | The city of the company the individual works for |
| Company State | Individual Only | Text | Yes | The state of the company the individual works for |
| Company Zip | Individual Only | Text | Yes | The zip code of the company the individual works for |
| Company Web Site | Individual Only | URL | Yes | The website of the company the individual works for |
| Company Facebook | Individual Only | URL | Yes | The Facebook URL of the company the individual works for |
| Company Twitter | Individual Only | URL | Yes | The Twitter URL the company the individual works for |
| Company LinkedIn | Individual Only | URL | Yes | The LinkedIn URL of the company the individual works for |
| For Company profiles, employees can be identified as the primary contact (primary 1 contact), a secondary contact (primary 2 contact) or an invoice contact on the company's profile page. | ||||
| Invoice Contact Last Name | Company Only | Text | Yes | The invoice contact's first name for a company record |
| Invoice Contact First Name | Company Only | Text | Yes | The invoice contact's last name for a company record |
| Invoice Contact Email | Company Only | Email Address | Yes | The invoice contact's email for a company record |
| Invoice Contact Address1 | Company Only | Text | Yes | The invoice contact's address for a company record |
| Invoice Contact Address2 | Company Only | Text | Yes | The invoice contact's secondary address for a company record |
| Invoice Contact City | Company Only | Text | Yes | The invoice contact's city for a company record |
| Invoice Contact State | Company Only | Text | Yes | The invoice contact's state for a company record |
| Invoice Contact Zip | Company Only | Text | Yes | The invoice contact's zip code for a company record |
| Invoice Contact Default Phone | Company Only | Text | Yes | The invoice contact's phone number for a company record |
| Invoice Contact Title | Company Only | Text | Yes | The invoice contact's job title for a company record |
| Primary 1 Contact First Name | Company Only | Text | Yes | The primary contact's first name for a company record |
| Primary 1 Contact Last Name | Company Only | Text | Yes | The primary contact's last name for a company record |
| Primary 1 Contact Email | Company Only | Email Address | Yes | The primary contact's email for a company record |
| Primary 1 Contact Address1 | Company Only | Text | Yes | The primary contact contact's address for a company record |
| Primary 1 Contact Address2 | Company Only | Text | Yes | The primary contact contact's secondary address for a company record |
| Primary 1 Contact City | Company Only | Text | Yes | The primary contact contact's city for a company record |
| Primary 1 Contact State | Company Only | Text | Yes | The primary contact contact's state for a company record |
| Primary 1 Contact Zip | Company Only | Text | Yes | The primary contact contact's zip code for a company record |
| Primary 1 Contact Phone | Company Only | Text | Yes | The primary contact contact's phone number for a company record |
| Primary 1 Contact Title | Company Only | Text | Yes | The primary contact contact's job title for a company record |
| Primary 2 Contact First Name | Company Only | Text | Yes | The secondary contact contact's first name for a company record |
| Primary 2 Contact Last Name | Company Only | Text | Yes | The secondary contact contact's last name for a company record |
| Primary 2 Contact Email | Company Only | Email Address | Yes | The secondary contact contact's email for a company record |
| Primary 2 Contact Address1 | Company Only | Text | Yes | The secondary contact contact's address for a company record |
| Primary 2 Contact Address2 | Company Only | Text | Yes | The secondary contact contact's secondary address for a company record |
| Primary 2 Contact City | Company Only | Text | Yes | The secondary contact contact's city for a company record |
| Primary 2 Contact State | Company Only | Text | Yes | The secondary contact contact's state for a company record |
| Primary 2 Contact Zip | Company Only | Text | Yes | The secondary contact contact's zip code for a company record |
| Primary 2 Contact Default Phone | Company Only | Text | Yes | The secondary contact contact's phone number for a company record |
| Primary 2 Contact Title | Company Only | Text | Yes | The secondary contact contact's job title for a company record |
| Date Of Introduction | Company and Individual | Date | No | The date the constituent was first introduced to your organization |
| Source | Company and Individual | Picklist | No | Customizable values for the referral source like board member, volunteer or staff |
| Source Name | Company and Individual | Constituent Lookup | No | Search field to find the name of the referral source |
| Source Constituent ID | Company and Individual | Text | Yes | Auto populated field from the name of the referral source |
| Nickname | Individual Only | Text | No | Enter the nickname for constituent if applicable |
| Maiden Name | Individual Only | Text | No | Enter the maiden name of the constituent if applicable |
| Full Name | Company and Individual | Text | Yes | Editable, but Auto Populated with First + Middle + Last Name fields |
| Informal Salutation | Company and Individual | Text | Yes | Editable, but Auto Populated with First Name fields |
| Formal Salutation | Company and Individual | Text | Yes | Editable, but Auto Populated with Prefix + Last Name |
| Envelope Salutation | Company and Individual | Text | Yes | Editable, but Auto Populated with Prefix + First + Last Name + Suffix fields |
| Salutation Default | Company and Individual | Picklist | No | Choose informal or formal |
| Family | Company and Individual | Picklist | No | Customizable values - can create a family name and add to multiple constituent records to identify those that are members of the same family |
| Birthday Month | Individual Only | Text | Yes | Auto populated field based on Birthdate |
| Birthdate | Individual Only | Date | No | The constituent's date of birth |
| Age | Individual Only | Numeric | Yes | Auto populated field based on Birthdate |
| Gender | Individual Only | Picklist | No | The constituent's gender - this field can be expanded in the Organization Settings |
| Is Deceased | Individual Only | True/False | No | Check box if the constituent is deceased |
| Date Of Death | Individual Only | Date | No | Date of constituent's death |
| Website | Company and Individual | URL | No | Link to the constituent's website |
| Blog | Company and Individual | URL | No | Link to the constituent's blog site |
| Company and Individual | URL | No | Link to the constituent's Facebook profile | |
| Company and Individual | URL | No | Link to the constituent's Twitter profile | |
| Company and Individual | URL | No | Link to the constituent's LinkedIn profile | |
| Tickler / Special Notes | Company and Individual | Multi-Line Text | No | Single line important note that will show as red scrolling text across the top of the profile record or grid when the constituent's name is selected |
| Comments | Company and Individual | Multi-Line Text | No | Free text area to add information about the constituent |
| Primary Relationship | Company and Individual | Picklist | No | The name of a DonorView user who is the primary contact for this constituent - usually a donor care manager, fundraising contact, membership coordinator, etc. |
| Secondary Relationship | Company and Individual | Picklist | No | The name of a DonorView user who is the secondary contact for this constituent |
| Gives Anonymously | Company and Individual | True/False | No | Adds a checkbox to the donor's record so that their name can be filter out for annual reports |
| Is Grantor | Company and Individual | True/False | No | Turning this to YES (true) will add a new tab to the constituent's record for grant tracking and management |
| Board Member Status | Individual Only | Picklist | No | Customizable values - usually current, former, emeritus, honorary, etc. |
| Board Term From Date | Individual Only | Date | No | Date the board term starts |
| Board Term To Date | Individual Only | Date | No | Date the board term ends |
| Board Member Position | Individual Only | Picklist | No | Customizable values - usually president, vice president, secretary, treasurer, director |
| How did you hear about us? | Individual Only | Picklist | Customizable values - usually event, internet search, brochure, friend, staff, etc. | |
| Head Of Household | Individual Only | True/False | Yes | Auto populated field |
| Household | Individual Only | Text | Yes | Auto populated field - name of the household the constituent belongs to |
| Category | Company and Individual | Multi-Select | No | Not shown as a column on the grid, however it is a query field available |
| Sites/Chapters | Company and Individual | Multi-Select | No | Only available if this feature is enabled, will show the site/chapter the constituent belongs to |
| Text Optout Date | Company and Individual | Date | Yes | If the constituent opts out of text messaging, this field will auto populate |
| Text Msg Optout | Company and Individual | Text | Yes | If the constituent opts out of text messaging, this field will auto populate but it can also be manually added to a record |
| Text Optout Message | Company and Individual | True/False | Yes | If the constituent opts out of text messaging, this field will auto populate |
| Company Industry | Company Only | Picklist | No | Customizable values - usually industries like banking, construction, healthcare |
| Company Description | Company Only | Text | No | Free text are to add information to describe the company |
| Company Tags | Company Only | Text | No | Tags that can be used to filter the grid for particular tags - like "privately owned" |
| Women Owned? | Company Only | True/False | No | Check if company is women-owned |
| Minority Owned? | Company Only | True/False | No | Check if company is minority-owned |
| Full Time Employee Count | Company Only | Picklist | No | Customizable Values - must request this field be activated |
| Part Time Employee Count | Company Only | Picklist | No | Customizable Values - must request this field be activated |
| Company Type | Company Only | Picklist | No | Customizable Values - usually values like hospital, broker, interior design firm |
| Employer Identification Number (EIN) | Company Only | Text | No | The EIN for a company |
| Profile Summary | Company and Individual | Action Field | No | Generates the profile summary report |
| Has Gifts | Company and Individual | True/False | Yes | Auto populated field if there are any transactions recorded for the constituent |
| Has Documents | Company and Individual | True/False | Yes | Auto populated field if there are any documents saved in the constituent's record |
| Has Interactions | Company and Individual | True/False | Yes | Auto populated field if there are any interactions recorded for the constituent |
| Has Relationships | Company and Individual | True/False | Yes | Auto populated field if there are any relationships recorded for the constituent |
| The gift summary columns below provide totals and giving history information for the constituent. | ||||
| First Gift Date | Company and Individual | Date | Yes | Auto populated field with the date of the first gift record |
| First Gift Amount | Company and Individual | Currency | Yes | Auto populated field with the first gift amount |
| Last Gift Date | Company and Individual | Date | Yes | Auto populated field with the date of the last gift |
| Last Gift Amount | Company and Individual | Currency | Yes | Auto populated field with the amount of the last gift made |
| Largest Gift Date | Company and Individual | Date | Yes | Auto populated field with the date of largest gift recorded |
| Largest Gift Amount | Company and Individual | Currency | Yes | Auto populated field with the amount of the largest gift recorded |
| Smallest Gift Date | Company and Individual | Date | Yes | Auto populated field with the date of the smallest gift recorded |
| Smallest Gift Amount | Company and Individual | Currency | Yes | Auto populated field with the amount of the smallest gift recorded |
| Average Gift Amount | Company and Individual | Currency | Yes | Auto calculated field with the average of all gifts |
| Cumulative Received Amount | Company and Individual | Currency | Yes | Auto calculated field totaling all gifts |
| Cumulative Gift Count | Company and Individual | Numeric | Yes | Auto calculated field with the number of total gifts given |
| Cumulative Pledge Amount | Company and Individual | Numeric | Yes | Auto calculated field with the total of all pledges |
| Cumulative Pledge Write Off Amount | Company and Individual | Currency | Yes | Auto calculated field with the total of all write offs for pledges |
| YTD Gift Count | Company and Individual | Numeric | Yes | Auto calculated field totaling the number of gifts in this calendar year |
| YTD Received Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount of gifts received this calendar year |
| YTD Pledged Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount of pledges received this calendar year |
| YTD Pledge Write Off Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the pledge write offs in this calendar year |
| Last Year Received Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the number of gifts last calendar year |
| Last Year Gift Count | Company and Individual | Numeric | Yes | Auto calculated field totaling the amount of gifts received last calendar year |
| Last Year Pledged Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount of pledges received last calendar year |
| Last Year Pledge Write Off Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the pledge write offs in last calendar year |
| Five Years Gift Count | Company and Individual | Numeric | Yes | Auto calculated field totaling number of gifts in the last five calendar years |
| Five Years Received Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount received in the last five calendar years |
| Five Years Pledged Amount | Company and Individual | Currency | Yes | Auto calculated field totaling number of pledges in the last five calendar years |
| Five Years Pledge Write Off Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the pledge write offs in last five calendar years |
| FYTD Gift Count | Company and Individual | Numeric | Yes | Auto calculated field totaling the number of gifts in this fiscal year |
| FYTD Received Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount of gifts received this fiscal year |
| FYTD Pledged Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount of pledges received this fiscal year |
| FYTD Pledge Write Off Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the pledge write offs in this fiscal year |
| Last Fiscal Year Gift Count | Company and Individual | Numeric | Yes | Auto calculated field totaling the number of gifts last fiscal year |
| Last Fiscal Year Received Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount of gifts received last fiscal year |
| Last Fiscal Year Pledged Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount of pledges received last fiscal year |
| Last Fiscal Year Pledge Write Off Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the pledge write offs in the last fiscal year |
| Five Fiscal Years Gift Count | Company and Individual | Numeric | Yes | Auto calculated field totaling number of gifts in the last five fiscal years |
| Five Fiscal Years Received Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the amount received in the last five fiscal years |
| Five Fiscal Years Pledged Amount | Company and Individual | Currency | Yes | Auto calculated field totaling number of pledges in the last five fiscal years |
| Five Fiscal Years Pledge Write Off Amount | Company and Individual | Currency | Yes | Auto calculated field totaling the pledge write offs in last five fiscal years |
| Last Interaction Date/Time | Company and Individual | Date/Time | Yes | Auto populated field with the date and time of the last interaction recorded |
| Last Interaction Internal Contact First Name | Company and Individual | Text | Yes | Auto populated field - with the first name of the DonorView user identified for the last interaction |
| Last Interaction Internal Contact Last Name | Company and Individual | Text | Yes | Auto populated field - with the last name of the DonorView user identified for the last interaction |
| Last Interaction Description | Company and Individual | Multi-Line Text | Yes | Auto populated field with the description of the last interaction |
| Last Interaction Category 1 | Company and Individual | Picklist | Yes | Auto populated field from the category 1 identified in the last interaction |
| Last Interaction Category 2 | Company and Individual | Picklist | Yes | Auto populated field from the category 2 identified in the last interaction |
| First Membership Date | Company and Individual | Date | Yes | Date of the first membership |
| Family Membership Status | Company and Individual | Text | Yes | Auto populated field from the membership grid which shows "Active" if the constituent has any memberships with a future expiration date |
| Current Membership Exp Date | Company and Individual | Text | Yes | Auto calculated field if they have memberships it will show the farthest exp date |
| Volunteer Availability | Company and Individual | Multi-Select | No | Customizable values - usually days of the week or shifts like morning or afternoon |
| Volunteer Skills | Company and Individual | Multi-Select | No | Customizable values - usually things that your volunteers do for your organization |
| Cumulative Event Attendance Count | Company and Individual | Numeric | Yes | Auto calculated field based on checked in attendance for events after 8/1/2023 |
| Last Event Attendance Date | Company and Individual | Date | Yes | Auto calculated field based on checked in attendance an event after 8/1/2023 |
| Time This Week | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered this week |
| Time Last Week | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered last week |
| Time This Month | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered this month |
| Time Last Month | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered last month |
| Time This Year | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered this calendar year |
| Time This Fiscal Year | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered this fiscal year |
| Time Last Year | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered last calendar year |
| Time Last Fiscal Year | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered last fiscal year |
| Time Five Years | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered the last five calendar years |
| Time Five Fiscal Years | Company and Individual | Hours | Yes | Auto calculated field from time tracking for time entered the last five fiscal years |
| Time Cumulative | Company and Individual | Hours | Yes | Auto calculated field from time tracking for all time recorded |
| Date Created | Company and Individual | Date | Yes | Auto calculated field for the date the constituent record was created |
| Created By | Company and Individual | Text | Yes | Auto calculated field - Name of User who created the constituent record |
| Date Modified | Company and Individual | Date | Yes | Auto calculated field for the date the constituent record was last modified |
| Modified By | Company and Individual | Text | Yes | Auto calculated field - Name of User who last modified the constituent record |
| General Contact (soon to be removed) | Company and Individual | True/False | Yes | Auto populated field - checked yes for all constituents. No longer used in the software. Will soon be removed from the grid. |