Add and Edit Constituent Profiles
Everything about adding and making alterations to a constituent profile.
Constituents: OverviewLearn how constituents are structured and organised in Donorfy.
Salutations and Label namesLearn how Donorfy creates default salutations and label names, and how to override them for each set of contact details.
Adding a new ConstituentLearn how to add new Constituents using various tools or manually.
Change a Constituent's Constituent TypeLearn how you can re-categorise or correct your constituent type.
View changes to a ConstituentReview what changes were performed to a Constituent.
Assign a Main Contact to a Constituent ProfileAssign your point of contact from the organisation you work with.
Allow People to Update their Permissions and PreferencesAllow supporters to manage their own details and preferences via the Self Service website widget.
Households and Constituents that Share an AddressManage shared addresses of your Constituents.
Preferred Address, Email and Phone NumbersLearn how Donorfy determines and displays preferred contact details based on constituent preferences.
Constituent Photos and Profile PicturesUnderstand how images can be associated with a constituent.