Account Settings

Can I change my password again if I want to?
Yes, you can change your password as many times as you would like by following the same steps that were listed previously.
Fri, Feb 15, 2019 at 10:44 AM
Where can I find Training Videos?
We offer training videos inside of the DonorView software. Once you are logged into DonorView mouse over your name in the upper right corner and click on Su...
Fri, Feb 15, 2019 at 10:46 AM
NCOA Address Update
NCOA stands for National Change of Address. It is an information tool for an organization to use before mailing.  We offer this service 4 times a year for a...
Thu, Apr 16, 2020 at 10:46 AM
Email Notifications
"Notify when xxx is submitted" on Page Settings is YES: purchase notifications and recurring automated payments (both successful and failed) &quo...
Thu, Dec 24, 2020 at 11:00 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'...
Sun, Jul 16, 2023 at 4:50 PM
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
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...
Sun, Jul 16, 2023 at 4:15 PM
Email Duplication between a Company and Individual Constituent Record
A change in the logic regarding duplicate default email addresses within Constituent records has been made to allow for a Company and an Individual Constitu...
Mon, Jul 17, 2023 at 12:50 PM
Direct Email Signatures and Templates
For user who have opted to use the Direct Email feature in their account, they can also generate signatures and templates to be inserted into the Direct Ema...
Tue, Jan 30, 2024 at 1:03 PM