Account Settings

How do I manage my account settings?
1.  First, log in to DonorView. 2.  Once you are logged in, navigate to the top right-hand corner of the home page and locate your organization’s name. ...
Thu, May 30, 2024 at 10:12 AM
What is the Account Settings page for?
To access the Account Settings page, hover over the drop-down arrow next to your organization’s name. Next, you will see a drop-down menu that consists ...
Fri, May 31, 2024 at 10:23 AM
How do I add or change my logo?
You can add or change your logo by hovering over your organization's name in the upper right corner and clicking on Account. You will then see the curre...
Tue, Jun 4, 2024 at 5:08 PM
How do I remove the logo I currently have?
  Navigate to the Account Settings by mousing over your organization's name in the upper right corner, selecting Account, then click on Settings. ...
Fri, Jul 12, 2024 at 10:35 AM
How does the software determine if a Constituent already exists?
As new information is entered into the software from online forms the software is able to compare that information against that of existing constituent'...
Fri, Jul 12, 2024 at 11:22 AM
Managing New Constituent Mailing Addresses
Under your account setting you can select how the software should handle a new mailing address entered by an existing constituent through any online form. T...
Fri, Jul 12, 2024 at 11:24 AM
Additional Payment Methods
PayPal, Venmo and Google Pay are available as a bundle for additional payment methods that can be added to your Account. To accept these alternative payment...
Thu, Jan 5, 2023 at 5:06 PM
How to I setup notifications for expiring Credit Cards?
To setup Credit Card Reminders mouse over your Organization’s name in the upper right corner of the software then Account and click Exp. Card Reminders. If ...
Fri, Oct 11, 2024 at 12:40 PM