The Constituents tab in Momentum shows every donor, Contact, and organization in your database. Use it to see who is in your portfolio, review their giving and activity, and decide how to engage them next. Filter with Segments, group people into Lists, and take bulk actions from Portfolio View.
Features
Portfolio View
The Portfolio View is the default layout. You can sort, filter, and customize the visible columns to suit your workflow. This flexible, spreadsheet-style view shows key fields for each Contact, including:
- Name and Organization
- Last Gift
- Total Giving
- Tags
- Assigned Fundraiser
- Last Contact and Next Step
From Portfolio View, you can search for and select constituents, then act on them. You can:
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Search and Filter: Find constituents using name or email or use the Filters for State, City, or Segment.
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Use bulk actions: Select Constituents using the checkboxes on the right. This opens a menu for bulk actions: Move these Constituents to a Segment, Add them to a List, Create a New List, Generate AI Bios, or Create Outreach.
- Export a CSV: Download the constituents you select as a CSV file. Use Filters to download a specific set of Constituents.
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Move Constituents: Copy IDs from your CRM and paste them into Momentum to move constituents into a Segment.
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Adjust Columns: Change your selection while columns of information stay visible, so you can review details before you act.
To learn how your Portfolio stays current, check out this support article.
Segments
Segments are smart filters that automatically update based on donor data and activity.
By default, all fundraiser will see four pre-loaded Segments in Momentum: CRM Assignments, People I don’t know, People I know, and People I want to know better. Or select the gray + icon to create custom Segments. Use them to:
- Identify LYBUNTs (lapsed donors)
- Pull a list of donors over a certain giving threshold
- Track who opened your last campaign email
- Build workflows or cadences for outreach
Example segment: $1K+ donors, not yet contacted this year. To learn more about creating and using Segments, check out this support article.
Lists
Lists are static, saved groups of people you select manually.
Use them for:
- Event RSVPs
- Board member contact groups
- Custom stewardship tracks
Example list: Spring Gala Invitees 2026.
There are two types of Lists displayed on this page: Momentum Lists and CRM Lists. To learn more about Lists you create in Momentum, check out this support article. To learn more about Lists that come from your CRM, check out this support article.