Other Software Functions

Sharing DonorView Pages and Links
On the last step for creating any page within DonorView there is a Preview & Publish tab which automatically creates a custom URL and QR code for your p...
Wed, Jul 31, 2024 at 10:18 AM
How do I manage picklists or dropdown lists?
There are many fields within the software that allow you to choose from multiple options, these are called picklists or dropdown lists. Most lists are a sin...
Wed, Jul 31, 2024 at 10:46 AM
What is a merge field?
A merge field is a placeholder to tell the software where to insert data in a document. Merge fields correspond with the columns/fields on a grid. For examp...
Thu, Aug 15, 2024 at 9:51 AM
Why do the merge fields for amounts have four decimal places?
Merge fields that contain a number, like Amount, can be customized to show as a currency. By default, any data field that is a number will display in a ##.#...
Thu, Sep 12, 2024 at 3:34 PM
How do I create a report?
In DonorView terminology, a report is generally a view created on a grid. You can add queries, filters and sorts to a grid to produce the specific data you ...
Wed, Aug 21, 2024 at 3:22 PM
Display Gallery Images
You can upload a variety of image sizes into your event, membership and donation pages, however based on their size ratio, they will appear differently on t...
Mon, Dec 23, 2024 at 10:13 AM
Internal Page Views
When you are logged into the software, your view of any event, membership or donation page will be slightly different that the public view. You also have sp...
Thu, Jul 17, 2025 at 2:03 PM