A Constituent is any record in the database including members, donors, vendors, grantors, contacts on an email list, sponsors, and prospects. A Constituent ...

The Constituents page is where you will manage your constituent records. It shows a list of all constituents in a grid format with basic information for eac...

Once you are logged into DonorView mouse over to "Workspace". Upon hovering over it, a dropdown will appear, with the first option being "CRM...

The general search on the Constituent grid has been updated to be static and allow for the quick search of multiple fields such as Name, Email, Phone, Stree...

You can export the data shown on the Constituents grid to an Excel file by clicking on the Actions menu at the top of grid, then clicking on Export to Excel...

A constituent can be deleted from the Constituents Grid by selecting that specific constituent and clicking on the trash can which is located on the left en...

On any grid where the constituent’s email address is shown the email address is a link that you can click on to send an individual email. Depending on your ...

Using the Actions menu at the top of the grid you can either start an email marketing campaign to utilize the Email Marketing module, you can send a direct ...

You can filter your grid view for specific categories using the Quick Queries menu on the left side bar. Select the categories desired and click Apply to sh...

You can look up potential duplicates by using our Potential Duplicate Report. You can find this on the Constituents Grid by selecting Actions and select Pot...