A constituent is a contact's record in the database and can include people or organizations. Constituent can be members, donors, vendors, grantors, emai...

The Constituents grid 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...

There is a search bar at the top of Constituents grid to allow you to search in the fields Last Name, First Name, Email, Phone, Street Address, City and Sta...

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...

Deleting a constituent record will delete all information about the constituent as well as any transactions, relationships, documents, time tracking, intera...

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 create an email list or email marketing campaign, you can send a direct email to the group, or you can...

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...

Direct emails are a fast and easy way to get an email out to one or many constituents, depending on your needs. To send out a single email, you can click on...