Managing Constituent Records
How do I add new constituent?A constituent can be added from the Constituents grid by clicking on +New.You can add a new: - Contact - an individual person - Company - an organization - Household - a special constituent record that links together individual (contact) constituent records When you select the t…What is the difference between the Full & Quick tabs on the profile?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 can do a Quick add, which is limited to name, email, address, and phone number fields. When you have finished adding the information,…What is the difference between an individual and a company record?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 constituent because each profile has different fields applicable to that type of constituent. For example, an Individual profile inc…Can I merge two constituent records together?Yes, 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. It is often convenient to move this column to the left side of the grid near the Last Name/Constituent column. Once t…What information can I transfer between two constituent records?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 information already filled in on the master record profile will be kept. Items that will move on the profile are highlighted in green. - I…How to manage individual spousesThere are several ways to manage spouses within DonorView but, depending on your needs, you may require that spouses have their own separate constituent records. This option has the benefit of allowing you to track and communicate with each spouse individually. However sometimes…Email Duplication between a Company and Individual Constituent RecordA change in the logic regarding duplicate default email addresses within Constituent records has been made to allow for a Company and an Individual Constituent to share the same default email address without any errors. The software will still display a duplicate email error if…Switching from an Individual to a Company profile record typeThe 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). Individual to Company 1. If you have an individual record that should be a company record, first create a new "company' reco…