Constituents Grid 19

• What is a Constituent?
• What is the Constituents Grid?
• How do I find the Constituents Grid?
• How can I search for a specific constituent?
• Can I export constituent information?

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Managing Constituent Records 8

• How do I add new constituent?
• What is the difference between the Full & Quick tabs on the profile?
• What is the difference between an individual and a company record?
• Merging Duplicate Constituent Records
• What information can I transfer between two constituent records when merging?

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Constituent Profiles 37

• What is the constituent profile?
• 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?

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Household Records 9

• Creating a Household Constituent Record
• Adding Household Members
• Editing Existing Household Relationships
• Removing a Household Relationship
• Household Record’s Tabs of Information

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CRM – Interactions 12

• Interactions Overview
• What is the Interactions grid?
• How do I add an interaction?
• How do I find the Interactions page?
• Can I search interactions?

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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?
• What is the Documents grid?
• 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 2

• How to Create Mail Merge CRM Template Letters
• 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 5

• What is an Automated Action in the CRM Module?
• How is a CRM Automated Action Set Up?
• Automated Action Triggers
• Internal Notification from Event Check In
• Send Internal Text Notification

Outlook/Gmail Integration 5

• Connecting your Gmail Account to DonorView
• Connecting 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

Background Checks 1

• Running Background Checks on Individual Constituents

Database Hygiene 3

• Database Hygiene
• Duplicate Record Search Criteria, Prevention & Identification
• How can I clean up my constituents list?

AI Analytics 3

• AI Analytics - Coming Soon
• AI Summary Reports - Coming Soon
• Donor Insight