Your Constituents
Create, update and add a variety of data to your Constituent records.
By Cristiana1 author33 articles
Add and Edit Constituent Profiles
Everything about adding and making alterations to a constituent profile.
Constituents: Overview
Salutations and Label names
Adding a new Constituent
Change a Constituent's Constituent Type
View changes to a Constituent
Assign a Main Contact to a Constituent Profile
Allow People to Update their Permissions and Preferences
Households and Constituents that Share an Address
Preferred Address, Email and Phone Numbers
Constituent Photos and Profile Pictures
Communication Preferences
Everything about communication Preferences.
GDPR in Donorfy: Overview
Include a Preference Update Link in an Email
List Communication Preference Updates
Use Connections
Learn when and why to use Connections.
Connections
When to use a Connection, Soft Credit or Beneficiary Link
Non-Financial Items in the Constituent Timeline
Explore what items you can add to a Constituent Timeline.
Add Activities to the Timeline
Send Task Notifications
View Tasks
Mark a Task as Completed
Task Reminder Email
Set Alerts for Activities
Send One Off Letters and Emails
Timeline Document Upload
Connect Timeline Entries to Other Constituents
Manage your Constituents
Find details on merging two (or more) constituent profiles and deleting a constituent.
Archive and Delete Constituents
Merge Constituents
Un-merge Constituents