The “constituents” tab is where you will manage your constituent records. It shows a list of all constituents with basic information for each, such as const...

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

You can search for a specific constituent by entering any text in the search field located in the upper left corner of the Constituents grid. To clear the s...

You can export your constituent information to an Excel file by clicking on the Export to Excel button on the top right of the constituent list grid.

A constituent can be deleted from the constituent grid by selecting that specific constituent and clicking on the trash can which is located on the far righ...

On any grid where the constituent’s email address is shown (Constituents, Gifts, Interactions, My Follow Ups, and Documents), the email address is a link th...

On each grid (Constituents, Gifts, Interactions, My Follow Ups, and Documents), there is a drop down box below the export buttons in the top right corner. F...

You can filter by specific categories by going to the filter on the left side of the constituent grid or the gifts grid and clicking on Categories. Once you...

Yes, you can move the columns on the grid from right to left or vice versa by dragging and dropping them. Once you see the blocked icon change to the plus i...

 If  you are a Google Chrome user and nothing happens when you click the Export to Excel button on a Dashboard there maybe be a issue with Chrome's Pop ...