On a Company Profile page, near the bottom of the page you will find a list of all the company contacts. These constituents are linked to the company via an...

The company type field allows you to classify the industry that the company is in. Examples are banks, churches, schools, healthcare, etc.

The primary & secondary relationships are the people at your organization who typically handle contact and communications with the constituent, such as ...

The tickler/special notes allows you to have an important message about a constituent that you want to be sure any DonorView user will see. The text in this...

Beyond the default fields available on an Individual or Company Constituent profile you can also request custom fields be added to these screens. These cust...

Some cellular service providers have put new rules in place to allow for better text messaging deliverability. They are now requiring recipients to opt-in t...

For constituent’s with multiple mobile phone numbers listed on their record you can select which of those mobile numbers should be used for text messaging t...

The default values for the Gender Field picklist are, Male, Female and Not Provided. However, if you wish to also have “non-binary” as a picklist option you...

Yes. You can add this feature by turning on “non-binary” as a picklist option for gender under your Account Settings. Mouse over your Organization’s name in...

On the constituent's profile page, the Family field is used to identify the family the constituent is a member of. You can also link constituents togeth...