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...

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...

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...

Yes, you can merge two constituent records together on the constituent grid. The process is outlined below and is also covered in our CRM Constituents Grid ...

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...

There are several ways to manage spouses and partners within DonorView but, depending on your needs, you may require that they each have their own separate ...

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...

The profile type cannot be changed on a record, however you can create a new record and merge an individual record and a company together (or vice versa).  ...