To see a constituent’s relationships, select the constituent from the grid and then click on the Relationships sub-menu that appears on the right above the ...

There are multiple ways to create a new relationship.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constitue...

Once you are on the new relationship screen, you can add a constituent to DonorView by clicking on the “+” button that is next to the Select Constituent dro...

DonorView will automatically create the employee/employer relationship when you add a company to a contact’s profile screen. If you prefer, you can create t...

The Last Name/Company Name on the relationship grid is a hyperlink. When you click on that hyperlink, you will be taken to that constituent’s profile screen...

Relationship type is the relationship that is between the two constituents. Examples are husband, wife, brother, sister, neighbors, employee and employer.

Yes, you can click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new relationship you want to add and click on the sav...

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...

Relationship category allows you to analyze the relationships in broad categories such as family, business or personal relationships.