Managing Constituent Records
A constituent can be added from the Constituents grid by clicking on +New. You can add a new: Contact - an individual person Company - an organization H...
Fri, Jul 19, 2024 at 4:31 PM
When entering a new constituent, you have the option of doing a Full add, which allows you to enter data in all the profile page fields. Or, you ca...
Fri, Jul 19, 2024 at 4:33 PM
A contact is an individual person and a company is a group or organization. It is important to choose correctly when entering a new constituent because each...
Fri, Jul 19, 2024 at 4:38 PM
Yes, you can merge two constituent records together on the constituent grid. Find the Merge column, which is initially located on the far right side of the ...
Fri, Jul 19, 2024 at 4:44 PM
When merging two records the record that you select to keep, by checking the box Keep this record, will be considered the master record. The informatio...
Fri, Jul 19, 2024 at 4:48 PM
There are several ways to manage spouses within DonorView but, depending on your needs, you may require that spouses have their own separate constituent rec...
Tue, Jan 30, 2024 at 12:44 PM
A change in the logic regarding duplicate default email addresses within Constituent records has been made to allow for a Company and an Individual Constitu...
Mon, Jul 17, 2023 at 12:50 PM