There are two types of constituent profiles within Donorfy - Individuals and Groups (Organisations/Companies/Trusts), the view of each type is shown below:
Depending on the settings your Administrator has applied to your user account may result in a slightly different view of each of the profile types.
You can also move panels around (by dragging and dropping them) to make your screen view more suitable for you.
The numbered labels on the image are related to the explanations below:
1. Profile Header
This area hosts a summary view of the constituent:
- The constituent's Constituent Type, Name, Constituent Number, Contact details, and the date the profile was created. This section is not editable as is dependant on section 4.
Alerts (orange speech bubble)
- Manage button - allows you to Change the Constituent Type, Archive, Merge or Delete the constituent, and add Prospect Research information
2. Donation and Gift Aid claim summary
This provides a quick summary of their donation giving stats including, average gift, number of gifts, given this year, tax claimed this year, the first gift.
The donation summary view can be expanded (to see more detail) or minimised (to see less detail), click on the arrow to the right of the screen - next to Average Gift.
Expanded view example:
3. Additional Constituent Details
This area hosts the constituent's personal details such as name, addresses, email (also contains a link to MailChimp if MailChimp is activated) and phone numbers, their contact preferences, Tags that have been applied to their record, any social account details (LinkedIn, Facebook, etc.) and any Fundraising Pages that are associated with them.
The name and contact details can be edited or added by clicking into the field you would like to add or change the details in and then free type the information in or select from a dropdown selection - once you have added or edited the details, click on Save Changes.
When activated, this area will also host Prospect Research information.
This section is split into two parts - Connections and Other Connections
Connections - these are direct connections such as Spouse, Company, Friends, etc
Other Connections - these are system-originated connections from areas such as Soft Credits, address links, connections in activities and transactions, etc.
The profile make-up is almost the same as an individual's, however, there are some differences. The main differences between the two profiles are:
A. Constituent Type icon is now a group icon and the type is not Individual
B. The Details section is now group-related, featuring the organisation name and the main contact (where assigned), and registration number.
C. The addresses are now limited to two - Work and Other