• 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
  • Constituent Types

    Constituents are the people and organisations that you interact with and the Constituent Types are the broad categorisations of the constituents you have in Donorfy - e.g. individual, company, church, trusts, etc. Constituent Types should be exclu...

    Ben Brett
  • 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...

    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
  • 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
  • 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  Constituent's Timeline Change Log View This view is available on the Constituent's Timeline u...

    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