• Navigating around Donorfy

    All of the main navigation in Donorfy is done from the menu bar to the left of Donorfy. Depending on your user level setting that has been given you by your Administrator, it will look like this: The view below is based on am Administrator view: ...

    Graham Bell
  • The Constituent Profile

    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...

    Graham Bell
  • Changing the view of your Constituent Profile

    Changing the Layout of Constituent Profiles You can move the panels around the constituent profile by hovering your mouse into the header of the tile - the mouse cursor will change to a 4-way arrow, holding down the left mouse button will allow yo...

    Graham Bell
  • Searching and Filtering Constituent Records

    In Donorfy there are a number of ways that you can quickly and easily locate the constituent profile that you are looking for. This article explains the types of searches available: Types of Search Quick Search The quick search is always visible i...

    Robin Fisk
  • Buttons and Menus

    The menu on the left hand side - as shown on the screen shot below - allows you to access the main areas of Donorfy. The small plus and minus signs - highlighted in yellow - allow you to open or close a sub menu.     To the right of the top bar, ...

    Ben Brett
  • Getting Started List

    The Getting Started list is a list of items that you can work through to learn more about Donorfy and to you help get the most from it. When you have completed an item, click on the box to the left of it - the item will then move down to the Comp...

    Ben Brett