Constituents are the heart of your data in the Donorfy CRM. After adding them to your database, you can create both general and very specific connections between your constituents, to ensure there is full visibility of their networks.

Another important element of the Constituent record is the Manage button: allowing you to make changes to your constituents. This way you can keep your records up to date, fix any duplicate data, and remove constituents if appropriate.

In this course, you will learn about the following:

Connecting Constituents
Change Constituent Type
Archiving & Deleting Constituents
Merging Constituents

Featured in the Fundamentals I Certification Course