Getting to Know your Panorama Donor Management Constituent Profile

Let's Learn

• Constituent Summary
• Contact Information
• Contact permissions

In Panorama's Donor Management, all contacts are known as Constituents. Constituents can be donors, affiliates (non-donors), or volunteers. 

Constituent Summary

The Constituent Summary, which appears in the top left area of the constituent profile, allows you to add a photo and summary for the constituent. You can also add the constituent to groups by simply clicking on the area below "Groups" and typing in the group to which the donor belongs.

Constituent Type Indicator

A. If the constituent type is an individual, and the human icon in the upper right corner is shaded, that means that this constituent is a donor.

B. If the icon is empty (white), that means that the constituent is an affiliate (non-donor), and they do not have any payments recorded in their constituent profile. 

Contact Information

Contact Information contains addresses, email, and phone details for the constituent. You can add to this area by simply clicking in any of the fields present. Be sure to click the blue checkbox after you have entered information, and Donor Management will save the new contact information. 

Contact permissions

Contact permissions is the area in which you can set contact permissions for the constituent. 

PLEASE NOTE: in the United States and Canada, if a constituent's contact information permissions are marked as "not set" (there is no preference listed), you will still be able to send mail to those constituents within GiftWorks Cloud. In Australia, if the constituent contact permission is marked as "not set", you will not be able to send mail to that constituent from within GiftWorks Cloud.