Constituent Grid
On all the main dashboards in DonorView you can lock columns on the grids so they will stay frozen as you scroll horizontally. To Lock or Unlock a column c...
Fri, Jul 10, 2020 at 12:32 PM
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...
Tue, Jun 30, 2020 at 3:51 PM
Go to Workspace > CRM > Constituents. Find the constituent you are looking for, then click on their record. Next, on the top menu of tabs find Payment...
Wed, Mar 10, 2021 at 11:13 AM
On the CRM and Personal Dashboard, the “CRM – Statistics” graphic can now be filtered based on a Constituent Category. Clicking on the dropdown field in the...
Fri, Apr 8, 2022 at 10:22 AM
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...
Tue, Jan 30, 2024 at 12:50 PM
Please check your daily text limit to see if you are over. Go to Org Name drop down/Account/Text Messaging Activity. Reasons Why Some Messages Don...
Tue, Dec 6, 2022 at 12:16 PM