The Constituents tab is where you can view, organize, and take action on every donor and prospect assigned to you. Whether you’re reviewing giving history, building a list, or checking in on a specific segment, this tab gives you a clear, customizable view of your entire portfolio.
Think of it as your home base for managing donor relationships at scale—with all the tools you need to stay organized and proactive.
Table View
A spreadsheet-style layout showing:
- Assigned donors and prospects
- Key fields like last gift, last action, and next step
- Sort and filter options to prioritize outreach
Use this view to scan your portfolio, build working lists, or quickly identify donors who may need attention.
Segments
Long-term groupings used to organize donors by journey or strategy—like Major Donors, Monthly Givers, or LYBUNTs. Segments:
- Can trigger automated recommendations
- Help structure outreach and reporting
- Are persistent and editable over time
Lists
Short-term groupings used for ad-hoc outreach—like “Spring Gala Attendees” or “Follow-up Calls.” Lists:
- Are temporary and flexible
- Help streamline grouped outreach
- Do not trigger automations
Search & Filters
Use global search to find individual donors by name, or apply filters to focus your view (e.g. by segment, last gift date, or recent activity).
TL;DR
Use the Constituents tab to: View, organize, and engage your assigned donors and prospects
Includes: Table View, Segments, Lists, and filters
Best for: Portfolio management, grouped outreach, donor research, and prioritizing follow-ups