CRM – Interactions

Who are the people in the follow up contact dropdown box?
These are the people inside your organization who are DonorView users.
Thu, Jan 28, 2016 at 8:49 AM
What is the My Follow Ups tab?
The My Follow Ups tab shows all of your open interactions across all constituents and companies. This allows you to see upcoming tasks such as follow-up pho...
Thu, Jan 28, 2016 at 8:49 AM
How do I find the My Follow Ups page?
Once you are logged into DonorView and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the top of th...
Tue, Mar 23, 2021 at 11:30 AM
Can I have DonorView email our users when their follow up is due?
Go to Workspace>CRM>Interactions.  Select New Interaction.  Enter the Constituent and Interaction details.  For the Follow up: the Date/Time must be ...
Wed, Aug 5, 2020 at 11:59 AM
Can I do a batch update for constituents in the Interactions Grid?
On the main Interaction Grid if you need to make an update to multiple interaction records you can do so through the Batch Update Records Action. The first ...
Mon, Jan 9, 2023 at 5:50 PM