Momentum Docs
  • Getting Started
    • What is Momentum?
    • Onboarding Guide
    • FAQ
      • Joining a Google Meet meeting
  • Platform
    • Orientation
      • Self-Guided Training
    • Inbox
      • Inbox Queue
      • Week In Review
    • Constituents
      • Constituents Tab
      • Segments
      • Lists
      • Constituent Records
        • Overview
        • Plan
        • History
    • Workspace
      • Templates
      • Automations
      • Prospecting
        • Hidden Gems
    • Contacting Constituents
      • Scheduling Outreach
      • Sending Emails
      • AI Drafts
        • AI Drafting Examples
    • Assistant Mode
    • Momentum Mobile
      • Pocket Portfolio
      • Mobile Contact Report
  • Data
    • Data Models
      • Actions Data Model
      • Gifts Data Model
      • Donor Data Model
    • CRM Sync
      • Salesforce Integration
      • Blackbaud Raiser's Edge NXT Integration
    • Security
      • Artificial Intelligence Privacy
      • HIPAA Compliance
    • Email Integration
      • Email Logging
      • Microsoft 365 or Outlook Integration
      • Gmail Integration
    • DonorSearch Integration
  • Links
    • Momentum App
    • Momentum Homepage
    • Release Notes
Powered by GitBook
On this page
  1. Platform
  2. Constituents

Constituent Records

All donor info at a glance

PreviousListsNextOverview

Last updated 11 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