Click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new choice you want to add and click on the save icon to the right...

Yes, click on the up and down arrows of the drop-down box and click on “New/Edit”.   To edit a value, click on the edit icon to the right of the value you’d...

Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   Find the value that you want to re-order and click on the icon with 3 r...

Categories are classifications that you can assign to any constituent. These categories can include things like board members, committee members, special co...

To add a new category – Click on the edit categories icon in the Categories section of the profile screen. Type in the new category and click the Save icon....

Email lists are lists of constituents and their email addresses that allow you to send emails using the Email Marketing section of DonorView. An email list ...

To add a new email list – Filter the grid for the desired contacts for your list and click on “Actions”, then in the popup click "Create List". Yo...

Click on “Manage Email Lists Subscribed” in the Email Lists section of the profile screen. Click on the box next to the lists that you want to add this cons...

Yes, you can search for an individual company and open that company’s profile. On that profile will be a grid titled “Company Contacts” with a list of all e...

If you are on a contact’s profile, you can simply select the company that they work for in the Company dropdown box. This will add them as an employee on th...