Constituent Management

This section covers the management of contacts, organizations, relationships, and communication history — the CRM layer of DonorPoint.

In This Section

• Contacts and Organizations — creating and managing constituent records
• Relationship Management and CRM — timeline, calls, meetings, notes, opportunities
• Quick Add (‘+’ menu) — fast record creation from any screen
• Reconciliation and Deduplication — finding and merging duplicate records
• Segments and Lists — building and managing constituent lists
• Dynamic Segments — query-based and compound segments
• Donor Flags — LYBUNT, SYBUNT, and giving history segments
• Customization — custom fields on contacts and organizations
• Scripting — event handlers on contact and organization records