A constituent can be added from the Constituents grid by clicking on +New. You can add a new: Individual - an individual person (or couple) Company - an ...

When entering a new constituent, you have the option of doing a Full add, which allows you to enter data in all the profile page fields. Or, you ca...

An individual record is for a person or a couple and a company is a group or organization. It is important to choose correctly when entering a new constitue...

You can merge two constituent records together on the constituent grid. Find the Merge column, which is initially located on the far right side of the grid....

When merging two records the record that you select to keep, by checking the box Keep this record, will be considered the master record.  The informatio...

There are several ways to manage spouses and partners within DonorView but, depending on your needs, you may require that they each have their own separate ...

A Company and an Individual Constituent can share the same default email address without any errors. The software will still display a duplicate email error...

The profile type cannot be changed on a record, however you can create a new record and merge an individual record and a company together (or vice versa).  ...