The channels displayed on a constituent's profile are the methods by which you can contact a constituent. Channels are managed up within Configuration > Settings > Constituent > Communication Channels
Donorfy will come pre-configured with the following standard channels, which shouldn't be changed:
- Direct Mail
- SMS
- Website
You can set up additional or amend your channel list as follows:
Creating New Channels
- Click on the add new button
- Type in your description e.g. Social, Direct Messenger or chat
- Ensure the Active switch is toggled to Yes
- Save changes
Amending your channel list
- Click on the channel you would like to amend
- Toggle the Active switch to Yes or No as required
- Save changes
Please note that you cannot delete channels from the list, only de-activate them
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