The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information f...

To prevent duplicate addresses and constituents, be sure to review these articles for recommendations for managing your data: Duplicate Record Search Cr...

Constituent Definition In DonorView, a constituent is any contact record in the database. This could include donors, members, non-members, vendors, spon...

LYBUNT (pronounced "lie-bunt") means donors who have given Last Year But Unfortunately Not This. This refers specifically to donors who gave in th...

The Top Donors Reports provide a list of the top donors by total donation amount.  The Views Library on the Constituent grid has four ready-to-use views...

If you would like to create a year-end tax letter for your constituents, you will use the Constituents grid to create your view and generate your letters.  ...

A constituent category is a way to group together constituents who have similar attributes. Categories can be used to quickly identify these groups for repo...

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...

On the CRM and Personal Dashboard, the “CRM – Statistics” graphic can be filtered based on a Constituent Category. Clicking on the dropdown field in the upp...