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Constituent Records

All donor info at a glance

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Last updated 10 months ago

Selecting a donor will open their Donor Sidebar, which will combine all the information we can discover about your Donor.

Donor Sidebar Data Sources

We combine data about each donor from as many places as we can to build a full 360 degree picture of your donor.

Leverage these three sections to maintain a holistic view of your donors, plan future engagements, and ensure personalized communication that resonates with each individual's history and preferences.

The Donor sidebar is split into three tabs
The datasources which power the Donor Sidebar