The list below shows the vertical representation of all the standard fields that are on the constituent grid. On the actual constituent grid, the field title is shown as the header in each of the columns for a constituent record. Many of the fields are auto populated and are not required for data conversion. 

The Field Title is name listed at the top of the column. The Profile Type indicates which type of constituent records would have data in that field. The Field Type indicates they type of data contained in the field. Some of the data is auto-populated and is identified with a Yes in the Auto Populated column. Those that are auto-populated are not required for the conversion template. The Notes column provides any description or additional information about the field. 

There are also custom text, date, picklist, multi-select, number, and true/false fields that can be created for your data and are not shown on this list. Be sure to notify your implementation manager of any custom fields you require for your constituent records. 

 

Field TitleProfile TypeField TypeAuto Populated?Notes
MergeCompany and IndividualAction FieldNoSelect Constituent Records to be Merged
Mail MergeCompany and IndividualAction FieldNoUsed to generate a single mail merge letter to the constituent
Constituent IDCompany and IndividualTextYesAuto populated field
Profile TypeCompany and IndividualIndividual/Company/HouseholdNoSelected when entering a new constituent
PrefixIndividual OnlyPicklistNoCustomizable values - usually Mr., Mrs., Dr., Ms., etc.
First NameIndividual OnlyTextNoFirst name is only available for individual constituent records
Middle NameIndividual OnlyTextNoMiddle name is only available for individual constituent records
Last Name/ConstituentCompany and IndividualTextNoUsed for the last name of a person or the name of a company
SuffixIndividual OnlyPicklistNoCustomizable values, usually Jr., Sr., III, etc.
Recognition NameCompany and IndividualTextYesAuto populated field = Last Name, First Name
EmailCompany and IndividualEmail AddressNoPrimary email address associated with the record - electronic fingerprint
Email TypeCompany and IndividualPicklistNoCustomizable values - usually work, home, other
Email StatusCompany and IndividualPicklistYesDefines if the email is bounced, unsubscribed, or other undeliverable status
CompanyIndividual OnlyTextNoThe name of the company that the individual works for - links the two constituent records via an employer-employee relationship
TitleIndividual OnlyTextNoThe job title of the individual
Address 1Company and IndividualTextNoDefault street address of the constituent
Address 2Company and IndividualTextNoDefault second address line of a constituent - note that apt and suite numbers should be included on Address 1 to comply with USPS standards
CityCompany and IndividualTextNoDefault city of the constituent
StateCompany and IndividualPicklistNoDefault state of the constituent
ZipCompany and IndividualTextNoDefault zip code of the constituent
CountyCompany and IndividualTextNoDefault county of the constituent
CountryCompany and IndividualPicklistNoDefault country of the constituent
Address TypeCompany and IndividualPicklistNoCustomizable values - usually work, home, vacation, seasonal, other
Mailing StatusCompany and IndividualPicklistNoCustomizable values  - usually identifies bad address or do-not-solicit requests
Default PhoneCompany and IndividualTextNoThe phone number that is identified as the default on the profile page
Mobile PhoneCompany and IndividualTextNoDefault mobile phone number for texting
Home PhoneCompany and IndividualTextNoPhone number identified as the home number
Work PhoneCompany and IndividualTextNoPhone number identified as the work number
Company EmailIndividual OnlyEmail AddressYesThe email for the company that the individual works for
Company Default PhoneIndividual OnlyTextYesThe default phone number for the company the individual works for
Company Address1Individual OnlyTextYesThe address of the company the individual works for
Company Address 2Individual OnlyTextYesThe secondary address of the company the individual works for
Company CityIndividual OnlyTextYesThe city of the company the individual works for
Company StateIndividual OnlyTextYesThe state of the company the individual works for
Company ZipIndividual OnlyTextYesThe zip code of the company the individual works for
Company Web SiteIndividual OnlyURLYesThe website of the company the individual works for
Company FacebookIndividual OnlyURLYesThe Facebook URL of the company the individual works for
Company TwitterIndividual OnlyURLYesThe Twitter URL the company the individual works for
Company LinkedInIndividual OnlyURLYesThe LinkedIn URL of the company the individual works for
For Company profiles, employees can be identified as the primary contact (primary 1 contact), a secondary contact (primary 2 contact) or an invoice contact on the company's profile page.
Invoice Contact Last NameCompany OnlyTextYesThe invoice contact's first name for a company record
Invoice Contact First NameCompany OnlyTextYesThe invoice contact's last name for a company record
Invoice Contact EmailCompany OnlyEmail AddressYesThe invoice contact's email for a company record
Invoice Contact Address1Company OnlyTextYesThe invoice contact's address for a company record
Invoice Contact Address2Company OnlyTextYesThe invoice contact's secondary address for a company record
Invoice Contact CityCompany OnlyTextYesThe invoice contact's city for a company record
Invoice Contact StateCompany OnlyTextYesThe invoice contact's state for a company record
Invoice Contact ZipCompany OnlyTextYesThe invoice contact's zip code for a company record
Invoice Contact Default PhoneCompany OnlyTextYesThe invoice contact's phone number for a company record
Invoice Contact TitleCompany OnlyTextYesThe invoice contact's job title for a company record
Primary 1 Contact First NameCompany OnlyTextYesThe primary contact's first name for a company record
Primary 1 Contact Last NameCompany OnlyTextYesThe primary contact's last name for a company record
Primary 1 Contact EmailCompany OnlyEmail AddressYesThe primary contact's email for a company record
Primary 1 Contact Address1Company OnlyTextYesThe primary contact contact's address for a company record
Primary 1 Contact Address2Company OnlyTextYesThe primary contact contact's secondary address for a company record
Primary 1 Contact CityCompany OnlyTextYesThe primary contact contact's city for a company record
Primary 1 Contact StateCompany OnlyTextYesThe primary contact contact's state for a company record
Primary 1 Contact ZipCompany OnlyTextYesThe primary contact contact's zip code for a company record
Primary 1 Contact PhoneCompany OnlyTextYesThe primary contact contact's phone number for a company record
Primary 1 Contact TitleCompany OnlyTextYesThe primary contact contact's job title for a company record
Primary 2 Contact First NameCompany OnlyTextYesThe secondary contact contact's first name for a company record
Primary 2 Contact Last NameCompany OnlyTextYesThe secondary contact contact's last name for a company record
Primary 2 Contact EmailCompany OnlyEmail AddressYesThe secondary contact contact's email for a company record
Primary 2 Contact Address1Company OnlyTextYesThe secondary contact contact's address for a company record
Primary 2 Contact Address2Company OnlyTextYesThe secondary contact contact's secondary address for a company record
Primary 2 Contact CityCompany OnlyTextYesThe secondary contact contact's city for a company record
Primary 2 Contact StateCompany OnlyTextYesThe secondary contact contact's state for a company record
Primary 2 Contact ZipCompany OnlyTextYesThe secondary contact contact's zip code for a company record
Primary 2 Contact Default PhoneCompany OnlyTextYesThe secondary contact contact's phone number for a company record
Primary 2 Contact TitleCompany OnlyTextYesThe secondary contact contact's job title for a company record
Date Of IntroductionCompany and IndividualDateNoThe date the constituent was first introduced to your organization
SourceCompany and IndividualPicklistNoCustomizable values for the referral source like board member, volunteer or staff
Source NameCompany and IndividualConstituent LookupNoSearch field to find the name of the referral source
Source Constituent IDCompany and IndividualTextYesAuto populated field from the name of the referral source
NicknameIndividual OnlyTextNoEnter the nickname for constituent if applicable
Maiden NameIndividual OnlyTextNoEnter the maiden name of the constituent if applicable
Full NameCompany and IndividualTextYesEditable, but Auto Populated with First + Middle + Last Name fields
Informal SalutationCompany and IndividualTextYesEditable, but Auto Populated with First Name fields
Formal SalutationCompany and IndividualTextYesEditable, but Auto Populated with Prefix + Last Name 
Envelope SalutationCompany and IndividualTextYesEditable, but Auto Populated with Prefix + First + Last Name + Suffix fields
Salutation DefaultCompany and IndividualPicklistNoChoose informal or formal
FamilyCompany and IndividualPicklistNoCustomizable values - can create a family name and add to multiple constituent records to identify those that are members of the same family
Birthday MonthIndividual OnlyTextYesAuto populated field based on Birthdate
BirthdateIndividual OnlyDateNoThe constituent's date of birth
AgeIndividual OnlyNumericYesAuto populated field based on Birthdate
GenderIndividual OnlyPicklistNoThe constituent's gender - this field can be expanded in the Organization Settings
Is DeceasedIndividual OnlyTrue/FalseNoCheck box if the constituent is deceased
Date Of DeathIndividual OnlyDateNoDate of constituent's death
WebsiteCompany and IndividualURLNoLink to the constituent's website
BlogCompany and IndividualURLNoLink to the constituent's blog site
FacebookCompany and IndividualURLNoLink to the constituent's Facebook profile
TwitterCompany and IndividualURLNoLink to the constituent's Twitter profile
InstagramCompany and IndividualURLNoLink to the constituent's LinkedIn profile
Tickler / Special NotesCompany and IndividualMulti-Line TextNoSingle line important note that will show as red scrolling text across the top of the profile record or grid when the constituent's name is selected
CommentsCompany and IndividualMulti-Line TextNoFree text area to add information about the constituent
Primary RelationshipCompany and IndividualPicklistNoThe name of a DonorView user who is the primary contact for this constituent - usually a donor care manager, fundraising contact, membership coordinator, etc.
Secondary RelationshipCompany and IndividualPicklistNoThe name of a DonorView user who is the secondary contact for this constituent
Gives AnonymouslyCompany and IndividualTrue/FalseNoAdds a checkbox to the donor's record so that their name can be filter out for annual reports
Is GrantorCompany and IndividualTrue/FalseNoTurning this to YES (true) will add a new tab to the constituent's record for grant tracking and management
Board Member StatusIndividual OnlyPicklistNoCustomizable values - usually current, former, emeritus, honorary, etc.
Board Term From DateIndividual OnlyDateNoDate the board term starts
Board Term To DateIndividual OnlyDateNoDate the board term ends
Board Member PositionIndividual OnlyPicklistNoCustomizable values - usually president, vice president, secretary, treasurer, director
How did you hear about us?Individual OnlyPicklist
Customizable values - usually event, internet search, brochure, friend, staff, etc.
Head Of HouseholdIndividual OnlyTrue/FalseYesAuto populated field
HouseholdIndividual OnlyTextYesAuto populated field - name of the household the constituent belongs to
CategoryCompany and IndividualMulti-SelectNoNot shown as a column on the grid, however it is a query field available
Sites/ChaptersCompany and IndividualMulti-SelectNoOnly available if this feature is enabled, will show the site/chapter the constituent belongs to
Text Optout DateCompany and IndividualDateYesIf the constituent opts out of text messaging, this field will auto populate
Text Msg OptoutCompany and IndividualTextYesIf the constituent opts out of text messaging, this field will auto populate but it can also be manually added to a record
Text Optout MessageCompany and IndividualTrue/FalseYesIf the constituent opts out of text messaging, this field will auto populate
Company IndustryCompany OnlyPicklistNoCustomizable values - usually industries like banking, construction, healthcare
Company DescriptionCompany OnlyTextNoFree text are to add information to describe the company
Company TagsCompany OnlyTextNoTags that can be used to filter the grid for particular tags - like "privately owned"
Women Owned?Company OnlyTrue/FalseNoCheck if company is women-owned
Minority Owned?Company OnlyTrue/FalseNoCheck if company is minority-owned
Full Time Employee CountCompany OnlyPicklistNoCustomizable Values - must request this field be activated
Part Time Employee CountCompany OnlyPicklistNoCustomizable Values - must request this field be activated
Company TypeCompany OnlyPicklistNoCustomizable Values - usually values like hospital, broker, interior design firm
Employer Identification Number (EIN)Company OnlyTextNoThe EIN for a company
Profile SummaryCompany and IndividualAction FieldNoGenerates the profile summary report
Has GiftsCompany and IndividualTrue/FalseYesAuto populated field if there are any transactions recorded for the constituent
Has DocumentsCompany and IndividualTrue/FalseYesAuto populated field if there are any documents saved in the constituent's record
Has InteractionsCompany and IndividualTrue/FalseYesAuto populated field if there are any interactions recorded for the constituent
Has RelationshipsCompany and IndividualTrue/FalseYesAuto populated field if there are any relationships recorded for the constituent
The gift summary columns below provide totals and giving history information for the constituent.
First Gift DateCompany and IndividualDateYesAuto populated field with the date of the first gift record 
First Gift AmountCompany and IndividualCurrencyYesAuto populated field with the first gift amount
Last Gift DateCompany and IndividualDateYesAuto populated field with the date of the last gift
Last Gift AmountCompany and IndividualCurrencyYesAuto populated field with the amount of the last gift made
Largest Gift DateCompany and IndividualDateYesAuto populated field with the date of largest gift recorded
Largest Gift AmountCompany and IndividualCurrencyYesAuto populated field with the amount of the largest gift recorded
Smallest Gift DateCompany and IndividualDateYesAuto populated field with the date of the smallest gift recorded
Smallest Gift AmountCompany and IndividualCurrencyYesAuto populated field with the amount of the smallest gift recorded
Average Gift AmountCompany and IndividualCurrencyYesAuto calculated field with the average of all gifts
Cumulative Received AmountCompany and IndividualCurrencyYesAuto calculated field totaling all gifts
Cumulative Gift CountCompany and IndividualNumericYesAuto calculated field with the number of total gifts given
Cumulative Pledge AmountCompany and IndividualNumericYesAuto calculated field with the total of all pledges
Cumulative Pledge Write Off AmountCompany and IndividualCurrencyYesAuto calculated field with the total of all write offs for pledges
YTD Gift CountCompany and IndividualNumericYesAuto calculated field totaling the number of gifts in this calendar year
YTD Received AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount of gifts received this calendar year
YTD Pledged AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount of pledges received this calendar year
YTD Pledge Write Off AmountCompany and IndividualCurrencyYesAuto calculated field totaling the pledge write offs in this calendar year
Last Year Received AmountCompany and IndividualCurrencyYesAuto calculated field totaling the number of gifts last calendar year
Last Year Gift CountCompany and IndividualNumericYesAuto calculated field totaling the amount of gifts received last calendar year
Last Year Pledged AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount of pledges received last calendar year
Last Year Pledge Write Off AmountCompany and IndividualCurrencyYesAuto calculated field totaling the pledge write offs in last calendar year
Five Years Gift CountCompany and IndividualNumericYesAuto calculated field totaling number of gifts in the last five calendar years
Five Years Received AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount received in the last five calendar years
Five Years Pledged AmountCompany and IndividualCurrencyYesAuto calculated field totaling number of pledges in the last five calendar years
Five Years Pledge Write Off AmountCompany and IndividualCurrencyYesAuto calculated field totaling the pledge write offs in last five calendar years
FYTD Gift CountCompany and IndividualNumericYesAuto calculated field totaling the number of gifts in this fiscal year
FYTD Received AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount of gifts received this fiscal year
FYTD Pledged AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount of pledges received this fiscal year
FYTD Pledge Write Off AmountCompany and IndividualCurrencyYesAuto calculated field totaling the pledge write offs in this fiscal year
Last Fiscal Year Gift CountCompany and IndividualNumericYesAuto calculated field totaling the number of gifts last fiscal year
Last Fiscal Year Received AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount of gifts received last fiscal year
Last Fiscal Year Pledged AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount of pledges received last fiscal year
Last Fiscal Year Pledge Write Off AmountCompany and IndividualCurrencyYesAuto calculated field totaling the pledge write offs in the last fiscal year
Five Fiscal Years Gift CountCompany and IndividualNumericYesAuto calculated field totaling number of gifts in the last five fiscal years
Five Fiscal Years Received AmountCompany and IndividualCurrencyYesAuto calculated field totaling the amount received in the last five fiscal years
Five Fiscal Years Pledged AmountCompany and IndividualCurrencyYesAuto calculated field totaling number of pledges in the last five fiscal years
Five Fiscal Years Pledge Write Off AmountCompany and IndividualCurrencyYesAuto calculated field totaling the pledge write offs in last five fiscal years
Last Interaction Date/TimeCompany and IndividualDate/TimeYesAuto populated field with the date and time of the last interaction recorded
Last Interaction Internal Contact First NameCompany and IndividualTextYesAuto populated field - with the first name of the DonorView user identified for the last interaction
Last Interaction Internal Contact Last NameCompany and IndividualTextYesAuto populated field - with the last name of the DonorView user identified for the last interaction
Last Interaction DescriptionCompany and IndividualMulti-Line TextYesAuto populated field with the description of the last interaction
Last Interaction Category 1Company and IndividualPicklistYesAuto populated field from the category 1 identified in the last interaction
Last Interaction Category 2Company and IndividualPicklistYesAuto populated field from the category 2 identified in the last interaction
First Membership DateCompany and IndividualDateYesDate of the first membership
Family Membership StatusCompany and IndividualTextYesAuto populated field from the membership grid which shows "Active" if the constituent has any memberships with a future expiration date
Current Membership Exp DateCompany and IndividualTextYesAuto calculated field if they have memberships it will show the farthest exp date
Volunteer AvailabilityCompany and IndividualMulti-SelectNoCustomizable values - usually days of the week or shifts like morning or afternoon
Volunteer SkillsCompany and IndividualMulti-SelectNoCustomizable values  - usually things that your volunteers do for your organization
Cumulative Event Attendance CountCompany and IndividualNumericYesAuto calculated field based on checked in attendance for events after 8/1/2023
Last Event Attendance DateCompany and IndividualDateYesAuto calculated field based on checked in attendance an event after 8/1/2023
Time This WeekCompany and IndividualHoursYesAuto calculated field from time tracking for time entered this week
Time Last WeekCompany and IndividualHoursYesAuto calculated field from time tracking for time entered last week
Time This MonthCompany and IndividualHoursYesAuto calculated field from time tracking for time entered this month
Time Last MonthCompany and IndividualHoursYesAuto calculated field from time tracking for time entered last month
Time This YearCompany and IndividualHoursYesAuto calculated field from time tracking for time entered this calendar year
Time This Fiscal YearCompany and IndividualHoursYesAuto calculated field from time tracking for time entered this fiscal year
Time Last YearCompany and IndividualHoursYesAuto calculated field from time tracking for time entered last calendar year
Time Last Fiscal YearCompany and IndividualHoursYesAuto calculated field from time tracking for time entered last fiscal year
Time Five YearsCompany and IndividualHoursYesAuto calculated field from time tracking for time entered the last five calendar years
Time Five Fiscal YearsCompany and IndividualHoursYesAuto calculated field from time tracking for time entered the last five fiscal years
Time CumulativeCompany and IndividualHoursYesAuto calculated field from time tracking for all time recorded
Date CreatedCompany and IndividualDateYesAuto calculated field for the date the constituent record was created
Created ByCompany and IndividualTextYesAuto calculated field - Name of User who created the constituent record
Date ModifiedCompany and IndividualDateYesAuto calculated field for the date the constituent record was last modified
Modified ByCompany and IndividualTextYesAuto calculated field - Name of User who last modified the constituent record
General Contact (soon to be removed)Company and IndividualTrue/FalseYesAuto populated field - checked yes for all constituents. No longer used in the software. Will soon be removed from the grid.