Beginner Donorfy → Beginner I

Connecting & Managing Constituents (005)


Description
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

Type: Video Duration: 15 minutes

Content
  • Course Introduction
  • Connecting Constituents
  • Change Constituent Type
  • Archiving & Deleting Constituents
  • Merging Constituents
  • Course Summary
Completion rules
  • All units must be completed