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Knowledge base
General Information & Overviews
Implementation & Data Conversion
7
Frequently Asked Questions about the Implementation Process
Tips for Data Conversion
Glossary of Terms Used in DonorView
Constituents Grid Data Fields
Gifts Grid Data Fields
View all 7
Module Guides
14
Introduction to DonorView Modules
Overview of Organization Settings
Overview of User Settings
CRM Module Overview
Fundraising Module Overview
View all 14
Page Models
4
Overview of Creating Pages in DonorView
Examples of Donation Pages
Examples of Membership Pages
Examples of Event Pages
Login & Technology
10
How do I log into DonorView?
I am unable to login to DonorView
How do I log out of DonorView?
What types of browsers are supported by DonorView?
What types of devices are supported by DonorView?
View all 10
Other Services
1
NCOA Address Update
Organization Account Management
Account Settings
8
How do I manage my account settings?
What is the Account Settings page for?
How do I add or change my logo?
How do I remove the logo I currently have?
How does the software determine if a Constituent already exists?
View all 8
Bank Information
1
Sub-merchant Overview & Bank Account Setup
Billing
3
What information is available on the Billing page?
Where can I view my weekly transaction statements?
What is a charge back fee?
Saved Cards
1
Where can I find a list of all the credit cards saved for constituents?
Refund Status
1
Where can I find the status of credit card charges that are being refunded?
DonorView User Management
Manage DV Users
11
How do I invite a user?
User Rights Overview and Access Levels
How will I know when the invited user has confirmed and is active on DonorView?
How can I edit, delete, or suspend a user?
What is the difference between users with admin access and users without admin access?
View all 11
User Settings
8
What is the User Settings page?
What is my username and how do I change it?
How do I change my login ID?
Can I change my login ID again if I want to?
How do I change my password?
View all 8
Grids, Dashboards & Software Functionality
Grid Features
9
View and Quick Queries Side Bar
How to Search a Grid
How to use the Filter Menu on a Grid
How to use the Sort Menu on a Grid
How to Apply a Filter to a Column
View all 9
Views
13
Why am I prompted to Create a Default View?
Creating a View with the View Builder
How to create a new View directly on a Grid
Editing a View
Renaming a View
View all 13
Quick Queries
3
Quick Queries
Clear a Quick Query
Dynamic Date Queries
Actions Overview
15
What can you do with the Actions menu?
How do I create an email list that includes all constituents?
How do I update an Email List?
How do I export all addresses?
How do I export all emails?
View all 15
Batch Updates
6
What is a Batch Update from the Actions menu?
Batch Update Records - Constituent
Batch Update Records - Gifts
Batch Update Records - Interactions
Batch Update Records - Documents
View all 6
Dashboards
5
How do I create and edit my personal dashboard?
Can I customize the graphics shown on the dashboards?
How do I print the dashboards?
How can I set a homepage?
Can I create favorite shortcuts for the workspace?
Advanced Analytics
5
What is the Advanced Analytics button for?
How can I edit my Advanced Analytics Pivot Tables?
Geo Search Filter
Scheduled View Reports
Email Preview and Spam Test
Other Software Functions
6
Sharing DonorView Pages and Links
How do I manage picklists or dropdown lists?
What is a merge field?
Why do the merge fields for amounts have four decimal places?
How do I create a report?
View all 6
CRM Module
Constituents Grid
15
What is a Constituent?
What is the Constituents page?
How do I find the Constituents page?
How can I search for a specific constituent?
Can I export constituent information?
View all 15
Managing Constituent Records
7
How do I add new constituent?
What is the difference between the Full & Quick tabs on the profile?
What is the difference between a contact and a company?
Can I merge two constituent records together?
What information can I transfer between two constituent records?
View all 7
Constituent Profiles
34
How do I edit a constituent’s profile?
How do I add a new address?
Can I edit or delete an address?
What does default address mean?
How do I add a new phone number?
View all 34
Household Records
8
Creating a Household Constituent Record
Adding Household Members
Editing Existing Household Relationships
Removing a Household Relationship
Household Record’s Tabs of Information
View all 8
CRM – Interactions
12
What is the Interactions grid?
How do I add an interaction?
How do I find the Interactions page?
Can I search interactions?
How do I see all of the interactions for just one constituent?
View all 12
My Follow Ups
3
What is the My Follow Ups tab?
How do I find the My Follow Ups page?
Can I have DonorView email our users when their follow up is due?
CRM – Documents
14
What is the Documents grid?
How do I add a document?
How do I find the Documents page?
How do I see all of the documents for just one constituent?
Can I export the documents?
View all 14
CRM – Relationships
13
Where do I see relationships between constituents?
How do I create a new relationship?
What if the related constituent doesn’t exist yet?
Do I have to create a relationship between an employee & employer?
How do I go to the related constituent’s profile from the relationship screen?
View all 13
CRM - Time Tracking
5
Time Tracking Overview
How do I get to the Time Tracking section?
How do I enter a new Time Tracking Record?
Where are the Locations pulled from?
Can a user track hours in the DonorView App?
Mail Merge CRM Templates
1
Sample Mail Merge CRM Template Letters
Wealth Profiles
3
What are Wealth Profiles?
Running Wealth Profiles in DonorView
How can I activate Wealth Profiles?
Automated Actions
3
Internal Notification from Event Check In
Send Internal Text Notification
Automated Action Triggers
Outlook/Gmail Integration
5
Connecting your Gmail Account to DonorView
Connected your Outlook Email Account to DonorView
Blocking Domains and Specific Email Addresses from Syncing
How to Sync Gmail Communication into DonorView
How to sync Outlook Communication into DonorView
Fundraising Module
Basic Gift Information
23
What is a gift?
What are the gift types?
What is the Gifts Grid?
How do I add a donation or general gift?
How do I find the Gifts Grid?
View all 23
Creating Online Donation Pages
23
Using the Advanced Donation Page Designer
What are the steps to set up an Advanced donation page?
What are the steps to set up an Simple donation page?
Can I change the way the online donation form looks?
Can I add my logo to the online donation form?
View all 23
Managing Online Donations
16
Will I be notified when a new online donation is made?
Can a donor make a recurring donation?
Does the online donation get recorded into DonorView automatically?
What happens if the donor does not exist in my DonorView account yet?
What are the required fields that a donor will have to fill out?
View all 16
General Gifts
7
What are the payment types?
Can I add a new payment type?
Can I edit or delete a payment type?
Can I change the order that the payment types appear in the dropdown box?
Could a gift be given anonymously?
View all 7
Tribute Gifts
6
What is a Tribute Gift?
How do I designate a tribute gift?
Can I add a tribute type?
Can I edit or delete a tribute type?
Can I change the order that the tribute types appear in the dropdown box?
View all 6
Matching Gifts
5
What is a Matching Gift?
How do I designate a matching gift?
Will it record the gift on the matching constituent?
What if the matching constituent does not exist yet?
How do I see if a gift has a matching gift?
Split Gifts
7
What is a Split Gift?
How do I enter a Split Gift?
Can I split any gift type?
How do I add a new row for a split gift?
How will my split gift appear on the gift grid?
View all 7
Soft Credits
8
What is a Soft Credit?
How do I enter a soft credit?
How do I enter multiple constituents for soft credits?
What if the constituent receiving soft credit does not exist yet?
Can I edit a soft credit?
View all 8
Pledge Basic Information
19
What is a Pledge?
What is the Pledges grid?
Can I export my Pledges?
How do I add a Pledge?
How do I find the Pledges page?
View all 19
Pledge Schedules
11
What is a pledge schedule?
How do I customize the pledge payment schedule?
How do I create a pledge schedule that is based over a certain number of years?
How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
How are the due dates calculated?
View all 11
Pledge Payments
6
How do I see if a payment has been received?
How do I enter a pledge payment?
How do I record a partial pledge payment?
What if the donor paid more than what was due?
Can I edit a pledge payment?
View all 6
In Kind Gifts
10
What is an In Kind Gift?
How do I enter an In Kind gift?
Can an In Kind gift be anonymous?
Can an In Kind gift be a split gift?
Can an In Kind gift be a tribute gift?
View all 10
ACH Payments
2
How do I set up ACH Payments?
How does a donor use ACH as a payment?
Sponsorships
10
What is a Sponsorship?
How do I create a Sponsorship?
Can I delete a sponsorship?
How do I assign Tasks for Sponsorship Follow Ups
How can I update Sponsorship Follow Ups?
View all 10
Grants
10
What is a grant?
How do I tag an organization or constituent as a grantor?
What can I track on the Grantor Info Tab?
How do I add a Grant Proposal?
What if I have more than one grant proposal for the same Grantor?
View all 10
Mail Merge Templates
13
What is a Mail Merge Template?
Where can I find Mail Merge Templates?
How do I create a Mail Merge Template?
What Mail Merge Fields are available?
How to Generate Single Mail Merge Letters
View all 13
Goal Progress
1
Can I have a stand alone Fundraising Graphic?
Events Module
General Event Information
3
Events Overview
Event Management Outline & Checklist
Live Event Frequently Asked Questions
Creating and Editing Events - Event Pages
64
How do I create a new Event?
Can I copy an existing event?
How do I edit an existing event?
What is the Event Acknowledgement tab used for?
What is the Event Settings tab for?
View all 64
Events Grid & Purchases
22
Where can I see the people that have registered for the event?
What is the difference between the Detail and Summary Event Grids?
How do I purchase tickets on behalf of a constituent?
Can I see event registrants on my Constituent grid?
Do I see ticket sales on my Gifts Grid?
View all 22
Event Attendance Grid
14
Event Attendance Overview
Can I save the view for the Event Attendance grid?
Can I check in each individual ticket?
Is there a mobile Event Attendance App?
Can I change an attendee name or the name on a ticket?
View all 14
Managing Events
17
Why are duplicate records formed when someone is registering for the event?
Do I have to merge duplicate constituent records at the event?
What is the difference between the mobile app, portal, and browser platforms?
Can I set up temporary DonorView users to help with an event?
How do I check a guest in for an event?
View all 17
Event Assignments
6
Event Assignments Overview
Is there a way to only see unassigned event attendees?
Can I add new Groups from the Assignment Dashboard?
Can I editing existing Groups from the Event Assignments Grid?
Will the information I add to the Event Assignment be available any where else?
View all 6
Table Assignments
9
Table Assignments Overview
How do I view table seating assignments in a grid view?
Can I utilize the "event assignment" feature alongside the "table assignment feature"?
Where do I find the option to enable "Table Assignments"?
Why isn't my event showing up in the table assignments dropdown?
View all 9
Event Scheduler
0
Mail Merge Event Templates
2
Sample Mail Merge Event Templates
How do I create an mail event merge template?
Event Auto Reminders
0
Theater Seating
17
How do I turn on Seating Charts for an Event?
How do I upload a new seating chart?
Creating a Theater Seating Chart in Excel
How can I show aisles and other features on the seating chart?
Using Seating Charts for Events
View all 17
Gift Cards
2
How do I make gift cards available to purchase for an event?
How do I set up an event where gift cards can be used?
Subscriptions
3
How do I make seasonal subscription tickets available for purchase?
Where do I find details after someone has ordered a ticket subscription?
How do I set up an event where subscriptions can be used?
Peer To Peer Fundraising Module
Overview & Setup
19
P2P Guide and Checklist
FAQs for Peer-to-Peer Campaigns
What is Peer-to-Peer Fundraising?
What are the benefits of using a P2P campaign instead of sharing a donation page link?
Peer-to-Peer Overview
View all 19
P2P - Event Pages
4
What if I have event levels that don’t need to create portal fundraising pages, like sponsorships?
What if some people don't want to fundraise, but want to participate in the event?
What if there are kids participating in the event and we don’t need to get their contact information?
Do I have to link the event to the P2P campaign?
Supporting P2P Fundraisers
20
How do participants sign up?
Are there instructions for fundraisers to set up their pages?
What can a participant do on their fundraising page?
Where is the URL for the Fundraising Page?
Where can the participant place their fundraising page URL?
View all 20
P2P Dashboard
8
Where can I track the P2P donations?
Why are there two versions of the P2P Dashboard?
What will the P2P Detail Dashboard show me?
What will the P2P Summary Dashboard show me?
What can I do with the information on the P2P Dashboard?
View all 8
Milestones & Badges
2
What are the benefits of milestones and badges?
What kind of milestones can I create for my P2P campaign?
Volunteer Module
CRM Module - Volunteer Features
4
Adding volunteer constituent categories
How to manually record volunteer time
Volunteer information on the Constituent grid
CRM Module Time Tracking Grid
Volunteer Events
3
Creating a single-day volunteer event
Creating recurring or multi-day volunteer events
Can volunteers change or edit the shifts they sign up for?
Volunteer Module
8
Volunteer Module Overview
Volunteer Applications
Volunteer Time Tracking Grids
Can volunteer time be edited?
Can volunteer time be deleted?
View all 8
General Memberships Module
Basic General Membership Information
14
How do I run a report on my memberships?
What is a General Membership?
What is a Head of Household?
What Types of Memberships can I create?
What is a Group Membership?
View all 14
Membership Page Setup
17
What is the Membership Pages Grid?
Membership Page Overview
Membership Acknowledgement Info Tab
Membership Settings Tab
Membership Setup Tab
View all 17
Membership Grid and Purchases
28
How can I use the Memberships grid?
What is the difference between the Summary and Details Views on the Memberships grid?
How do I purchase memberships on behalf of a constituent?
Where can I see the people that have signed up for a membership?
Do I see membership purchases on my Gifts grid?
View all 28
Membership Attendance
2
What can I do on the Membership Attendance grid?
What can I do on the Membership Attendance History grid?
Mail Merge General Membership Templates
2
Sample Mail Merge General Membership Letters
What can I do on the Mail Merge GM Templates page?
Membership Auto Reminders
3
What can I do on the Membership Auto Reminders grid?
How do I set up a Membership Auto Reminder?
How can I see the delivery analytics for my Membership Auto Reminders?
Membership Only Documents
2
Member Only Documents
Member Only Document Statistics
Membership Directory & Emblems
3
Can member's category and committee subscriptions be shown on the directory?
Global Membership Directory
Membership Emblems
Youth Memberships Module
Overview & Setup
28
Youth Membership & Programs Overview
Setup Process
How to I create a new Site?
How to I edit an existing Site?
How do I delete a Site?
View all 28
Youth Membership & Programs User Security
4
What can I do with the Membership Security Settings?
How do I control my users Member Access level?
How do I control which sites my users have access to in DonorView?
How do I control a user’s access on the Mobile Attendance App?
Youth Members
24
Member Dashboards Overview
What does the Member Dashboard show?
What can I do on the Member Dashboard?
How do I create a New Member?
How do I delete a member?
View all 24
Youth Membership Enrollment
11
How do I assign a Member to a Session’s Team/Roster?
How do I Enroll someone from the Wait List?
How do I view the payment details of an Enrollment on the Enrollment Dashboard?
What does the Dollar or Money Icon indicate?
How do I enter a new Payment on the Enrollment Dashboard?
View all 11
Attendance
6
How do I filter the Site Attendance grid?
How do I take Site Attendance?
How do I edit the Attendance In/Out time?
How do I take Program Attendance?
How do I see the Attendance History?
View all 6
Parent Portal
0
BGCA Submission
0
Auctions Module
Overview
23
Auction Event Guide and Checklist
FAQs for an Auction-Event
Auction Acknowledgement Info
Auction Settings
Auction Setup
View all 23
Online Auctions
34
How do I collect credit cards prior to the auction-event?
How do I add a credit card to a bidder's record?
Are portal accounts for the auction created automatically?
Can bidders sign up before the online auction starts?
How do bidders sign up for the online auction at the event?
View all 34
Auction Add-ons
8
What are auction Add-Ons?
How do I record an Add-On?
How can I record paddle raise donations using an auction page?
Are credit cards required for auction Add-ons?
How do I increase or edit the Add-on quantity?
View all 8
Traditional Paper Silent Auction
2
Can the software create paper bid sheets?
How do I record traditional paper silent auction bids?
Live Auctions
4
Can live auction items be shown online, but not allow online bids?
Can I have a mix of live and silent auction items on the same page?
How do I record the winner for a live auction item?
Can a live auction item be sold multiple times?
Auction Reporting & Checkout
16
Winning Bid Email Notify
Auction Payment Processing
Winning Bid Text Notify
Can I Split an Auction Item Across Multiple Winners?
What credit cards are accepted by DonorView?
View all 16
Email Marketing Module
List & Contact Management
30
What is the Contacts Page for?
How do I find the Email Contacts List or Recipient List page?
Can I use the same list for Surveys and Email Campaigns?
How do I add new email recipients?
I am importing a new list into Email Marketing; do I have to take care of duplicates before importing?
View all 30
Overview Page
2
What is the Overview Page for?
How do I get to the Overview page?
Overview Page – Snapshot Tab
3
What is the Snapshot tab on the Overview page for?
What does each meter represent on the Shapsho view?
How can I see statistics for different campaigns that I sent through email?
Overview Page – Email Delivery Tab
11
What is the Email Delivery tab on the Overview Page for?
How can I see statistics for different campaigns?
What is the pie chart for?
What is the grid for?
Can I see which recipients have opened my email?
View all 11
Overview Page – Link Performance Tab
7
What is the Link Performance tab on the Overview page for?
What does the bar graph represent?
What is the Link Performance grid for?
How do I see statistics for links on different campaigns?
How do I know what link I am viewing statistics for?
View all 7
Overview Page – Monetization Tab
1
What is the Monetization tab on the Overview page for?
Overview Page – Campaign Trends Tab
3
What is the Campaign Trends tab on the Overview page for?
How can I view the trend for a particular campaign category?
How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?
Email Template Editor
27
What is the “Templates” page for?
How do I narrow down the list of templates or search for a specific template?
How can I browse the DonorView predesigned templates only?
Can I view only the templates that I created?
Can I sort the templates?
View all 27
Email Marketing Campaigns
25
What is a campaign?
How do I find the “Campaigns” page?
Can I view a campaign that I’ve already sent?
Can I delete a campaign?
Can I copy a campaign that I have already done?
View all 25
Email Marketing Auto Responders
0
Surveys/Forms Module
Surveys - General
5
What is the difference between a survey and a poll?
How do I get to the Surveys page?
Can I have a payment option in a survey?
How do I create a payment option in a survey?
Can internal only Surveys or Forms be created?
Overview
5
How do I get to the Surveys Overview page?
What is the Overview Page for?
Where can I see the delivery status of surveys that were sent via email?
How do I see the delivery statistics of this survey campaign compared to my other survey campaigns?
Where can I see what links were clicked on for an email survey campaign?
Overview Page – Snapshot Tab
3
What does each meter represent on the Email Delivery view?
How can I see statistics for different survey campaigns that I sent through email?
Why can’t I see all of my survey campaigns in the drop down menu?
Overview Page – Email Delivery Tab
9
What is the Email Delivery tab on the Survey Overview Page for?
What is the pie chart for?
What is the grid for?
Can I see which recipients have opened my email?
Can I see which recipients have not opened my email?
View all 9
Overview Page – Link Performance Tab
6
What is the Link Performance tab on the Surveys Overview page for?
What does the bar graph represent on the Surveys Link Performance tab?
What is the grid for?
How do I know what link I am viewing statistics for?
Can I export the details of who clicked on a particular link?
View all 6
Overview Page – Campaign Trends Tab
4
What is the Campaign Trends tab on the Overview page for?
How can I view the trend for a particular campaign category?
How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?
Why don’t I see all of my surveys listed on the legend?
Survey List
8
What is the Survey List page for?
How do I get to the Survey List page?
Can I see the questions in a particular survey without editing it?
How do I create my own survey or poll from scratch?
Can I re-use a survey or poll that I’ve already sent?
View all 8
Survey Process
68
What are the steps to create & distribute a survey or poll?
What do I do on the Survey Info step of the Survey Wizard?
How do I save my survey info?
What do I do on the Survey Settings tab?
Can I allow recipients to take this survey more than once?
View all 68
Survey Results
0
Survey Recipient List
23
What is the “Recipients List” page?
How do I find the “Recipient Lists” page?
What is the “All Recipients” page?
How do I find the “All Recipients” page?
Can I use the same list for Surveys and Email Campaigns?
View all 23
Internal Surveys/Forms
0
Reports Module
Export To Existing File Reports
1
How do I create a report using Export to Existing File functionality?
Reporting Tool
1
How does the reporting tool work?
Fundraising Reports
2
How do I see donors who have donated Last Year but Not This Year? - Views Library (LYBUNT)
Top Donors Report - View Library
Menu Items
1
How I do print/create a PDF for a Thank You email?
Text Messaging
3
Incoming SMS Notifications
Reply to Incoming SMS Text Messages
Text Messages not Sent or Undeliverable
Donor Portal
Managing the Donor Portal
8
Where can I find the link/URL to my Donor Portal?
Can I turn off the Donor Portal?
What is the difference between the Basic and Advanced Portal?
Can I disable the time tracking function on the Donor Portal?
What settings can I change on the Donor Portal?
View all 8
Manage Portal Users
12
Can I see who has a Portal account?
How do I invite constituents to sign up for the portal?
Can I reset a Portal Users password?
Can I change a Portal Users status?
How do I Manage Portal Users?
View all 12
Portal Features
8
Portal Features for Donations
Portal Features for Pledges
Portal Features for Events
Portal Features for Memberships
Portal Features for the Membership Directory
View all 8
DV Connect Mobile App
DV Connect
8
What is the DV Connect App?
VP3300 Bluetooth Credit Card Swiper Device
VP3300Mobile Bluetooth Swiper Documentation
Do the credit card swipers work with the desktop version of DonorView?
Can I use a different swiper than the ones provided by DonorView?
View all 8
Quickbooks Integration
Integration Setup
7
How do I give access to the Quickbooks setup and export?
How do I set up the Quickbooks integration?
How do I add accounts from my Chart of Accounts that is in Quickbooks?
How do I add my Items from Quickbooks?
How do I add my Classes from Quickbooks?
View all 7
Exporting to QB
7
How are the transactions created in Quickbooks?
Does the donor information get created in Quickbooks?
Does the import create duplicate customers in Quickbooks?
How do I export the file from DonorView?
Can I review the transactions that are in the .IIF file?
View all 7
Troubleshooting
2
Quickbooks Desktop Errors
Quickbooks Online Errors
Training
Training
8
I'm a new user, how can I learn more about DonorView?
What training options are available with my subscription?
How do I sign up for the live weekly webinars?
Are the weekly webinars available on demand?
Is private training available?
View all 8
Blog Posts
Helpful Articles
4
Using Automated Actions for Donor Engagement & Moves Management
Sponsorship Management Features to Help Build Long Term Relationships
Using DonorView in your Strategic Planning Process
Using DonorView in Your Annual Planning Process