You can add and edit email lists from a constituent's profile page, but it is recommended that you manage email lists from the Email Marketing Contacts ...

You can edit the email lists a constituent is subscribed to from the profile page by clicking the the white space and choosing an email list to subscribe to...

Yes, on a company profile there is a grid titled “Company Contacts” with a list of all employees of that company. Each of the constituents listed will also ...

If the constituent is not already in the database, you can go to the company's profile page and add a new employee by clicking on the "+" loca...

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...

The Company Type field allows you to classify the type of business such banks, churches, schools, healthcare, etc. There is also a field for Industry for ad...

Individual Profiles In the constituent profile there are several Salutation Fields that can be inserted as mail merge fields in letters, emails, and tex...

The primary & secondary relationships are the people at your organization who typically handle contact and communications with the constituent, such as ...

The tickler/special notes allows you to have an important message about a constituent that you want to be sure any DonorView user will see. The text in this...

Beyond the default fields available on an Individual or Company Constituent profile you can also request custom fields be added to these screens. These cust...