1. Donorfy Support
  2. Donorfy CRM - Your Constituents
  3. Adding and Editing a Constituent Profile

Adding and Editing a Constituent Profile

All about adding and making alterations to a constituent profile

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  • Constituents - overview

    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...

    Robin Fisk
  • Adding a new Constituent

    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 foc...

    Graham Bell
  • Salutation & Label Names

    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 as f...

    Ben Brett
  • Preferred Address, Email & Phone Numbers

    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...

    Ben Brett
  • Assigning a Main Contact to a Constituent Profile

    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...

    Graham Bell
  • Households and Constituents that Share an Address

    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...

    Ben Brett
  • Changing a Constituent's Constituent Type

    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...

    Graham Bell
  • Viewing changes to a Constituent

    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 ...

    Robin Fisk
  • Allowing People to Update their Permissions and Preferences

    This feature is only available with the Donorfy Professional plan. It allows you to add a 'Self Service' widget on your web site to allow people to request a link to allow your donors and supporters to update their communication preferences thems...

    Ben Brett