Constituent Profiles

Can I add employees to a company from the company profile?
If the employee does not exist in DonorView yet, you can click on the “+” button that appears above the Company Contacts grid on the company profile screen....
Fri, Jul 13, 2018 at 9:55 AM
What is company type?
The company type field allows you to classify the industry that the company is in. Examples are banks, churches, schools, retail, etc.
Thu, Jan 28, 2016 at 8:44 AM
What does primary & secondary relationship mean?
The primary & secondary relationships are the people at your organization who typically handle communications with the constituent.
Thu, Jan 28, 2016 at 8:44 AM
What is the tickler/special notes field for?
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...
Fri, Jul 13, 2018 at 9:57 AM
What are Wealth Profiles?
The Wealth Profile lookup is an additional service that we offer. It allows you to look up criteria for donors and then see that information in DonorView. ...
Thu, Oct 11, 2018 at 11:42 AM
How does a constituent Opt-in/Opt-out of text messaging?
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...
Thu, Jul 8, 2021 at 11:43 AM