Add and Edit Constituent Profiles
Everything about adding and making alterations to a constituent profile.
By Cristina1 author10 articles
- 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.