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. ...

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 ...

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...

  Navigate to the Account Settings by mousing over your organization's name in the upper right corner, selecting Account, then click on Settings. ...

As new information is entered into the software from online forms the software is able to compare that information against that of existing constituent'...

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...

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...

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 ...

The Sites/Chapters feature allows your organization to set up different locations and assign users and constituents to specific sites or chapters. In the Ac...