Constituents Grid
On the CRM and Personal Dashboard, the “CRM – Statistics” graphic can now be filtered based on a Constituent Category. Clicking on the dropdown field in the...
Fri, Jul 19, 2024 at 3:17 PM
Direct emails are a fast and easy way to get an email out to one or many Constituents, depending on your needs. To send out a single email, you can click on...
Fri, Jul 19, 2024 at 3:20 PM
On a Company Profile page, near the bottom of the page you will find a list of all the company contacts. These constituents are linked to the company via an...
Fri, May 3, 2024 at 3:33 PM
The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information f...
Fri, Oct 4, 2024 at 11:04 AM
Duplicate records can be created when a constituent is added through a donation, membership, survey, or event page, or when creating a portal account and th...
Fri, Oct 17, 2025 at 11:02 AM
In Workspace > CRM > Constituent, Actions > Export to Excel File can be run. Any columns not needed can be deleted, then in Excel, Data > Remove...
Fri, Oct 17, 2025 at 11:10 AM