The My Follow Ups tab shows all of your open interactions across all constituents and companies. This allows you to see upcoming tasks such as follow-up pho...

Once you are logged into DonorView and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the top of th...

Go to Workspace>CRM>Interactions.  Select New Interaction.  Enter the Constituent and Interaction details.  For the Follow up: the Date/Time must be ...