Constituents are the people and organisations in your database. Constituents are classified by a Constituent Type. Constituent Types can be flagged as Groups - meaning they are organisations of some sort, and display slightly differently in Donorf...

There are a number of ways to add a new Constituent to your Donorfy, these are: Manually adding a constituent Updating Constituents using the File Uploader via the API (Professional Plan only) Online Forms (Donorfy Forms) However, here we’ll fo...

A constituent's salutation is used at the start of a letter or email - e.g. Dear John, label name is used at the top of an address e.g. Mr John Smith Donorfy will use a default salutation and label names using the name information available...

Preferred addresses are set within your Constituent Preference Centre under the preferred Channel setting, and allows you to respect a constituent’s wishes by staying in contact with them by their preferred way.   Depending on the data within the...

For organisational constituent profiles, you can assign a Main Contact. This could be someone who you have the most contact with, your point of contact, or perhaps the CEO - it all depends on how you are using your data. To assign the Main Contac...

If you have records for constituents that share an address - e.g. for a household or a company - you can manage this in Donorfy as follows The address should be entered against one of the constituents in the normal way - for individuals this wou...

There may be instances where a Constituent has been added to your Donorfy incorrectly, perhaps an Organisation was added as an Individual or a Trust added as a Charity, or there has been an internal re-categorisation of Constituent Types.  The cha...

If you are an Administrator in your Donorfy you can See the changes to a Constituent on the Change Log, see details below, or Create a change log list Note that the change log typically contains the details of changes made in the last 12 months...

You can enable your supporters to update their contact details and preferences by themselves using the 'Self Service' widget on your website.  The Update Preferences Widget will allow a supporter to update the following details: Name Address Phon...

The Constituent Profile currently does not have the option to add a photo or set a profile picture of the Constituent. If you would like to add an image of your Constituent to Donorfy, then you can add an Activity to the Timeline and upload a docu...