Module Guides
Overview of the functions and features of each of the modules.
The activities within DonorView are organized in modules. The subsequent module articles provide a description of those activities along with links to artic...
Sun, Mar 30, 2025 at 10:18 AM
Organization Settings The organization settings are found in a menu under the organization’s name in the top right corner of the screen. The Account ID, ...
Sun, Mar 30, 2025 at 9:31 AM
User Settings User Settings The user settings can be customized by the user with the name, login ID, turning on follow-up email reminders, and allowing ...
Sun, Mar 30, 2025 at 9:32 AM
CRM (Constituent Relationship Management) Module The CRM module is where the contact and summary information are contained about the constituents. A cons...
Sat, Mar 29, 2025 at 3:52 PM
Fundraising Module Gifts The gifts grid contains information about each transaction, whether that is a donation, pledge, pledge payment, event purchase,...
Sat, Mar 29, 2025 at 4:47 PM
Events Module Events The events grid provides the financial transaction information related to event purchases and registrations. To view the data, an e...
Sat, Mar 29, 2025 at 4:59 PM
Peer-to-Peer Module P2P Dashboard The P2P campaign dashboard has two views, the summary and detail views. The summary view shows a list of all the parti...
Sun, Mar 30, 2025 at 10:32 AM
Volunteer Module Applications When a survey/form is identified as a volunteer application, those applications are linked to the volunteer module. The ap...
Sun, Mar 30, 2025 at 10:21 AM
General Membership Module Membership The main membership grid has two views, the summary and detail view. The summary view will show the most current ow...
Sat, Mar 29, 2025 at 4:41 PM
Youth Membership Module The youth membership module is a specialty module that must be activated during implementation and data conversion. This module o...
Sun, Mar 30, 2025 at 10:16 AM