Defining Constituent Types
To set up constituent types, use the Constituent Types component (AV_CTYP_CD_TBL).
This section provides an overview of constituent types and discusses how to set up constituent data.
Constituent types describe the relationships between a constituent and an institution. When you define constituent types, the number you enter in the Constituent Type field defines the order of priority for the type according to CASE.
Constituent types are shipped with the system and should only be changed if CASE codes change because the system uses them to produce the annual CASE gift income report.
Constituent Types Required Values
The following table describes the values that are required in the CNST_TYPE field that resides in the AV_CTYP_CD_TBL table:
Code |
Value |
---|---|
1 |
Alumni |
2 |
Alumni, Non-Degreed |
3 |
Student |
4 |
Parent |
5 |
Friend |
6 |
Faculty |
7 |
Staff |
8 |
Non-Alum Spouse of Alumni |
9 |
Other Person Type |
10 |
Corporation |
11 |
Corporate Foundation |
12 |
Foundation |
13 |
Personal, Family Foundation |
14 |
Fund-Raising Consortia |
15 |
Association |
16 |
Religious Organization |
17 |
Government |
18 |
Government Foundation |
19 |
Other Organization Type |
Important! When you define constituent types, the number that you enter in the Constituent Type field defines the priority for the type according to CASE. When people and organizations have multiple constituent types assigned to them, the type with the highest priority (lowest constituent type number) appears throughout the system.
Page Name |
Definition Name |
Navigation |
Usage |
---|---|---|---|
Define Constituent Types |
AV_CTYP_CD_TBL |
|
Define the valid relationships between a person or organization (a constituent) and an institution. |
Access the Define Constituent Types page (
).Image: Define Constituent Types page
This example illustrates the fields and controls on the Define Constituent Types page. You can find definitions for the fields and controls later on this page.
Examples of constituent types are alumni, friend, parent, and faculty.
Field or Control |
Definition |
---|---|
ID Type |
Specify whether this constituent type applies to people or organizations. Available options are Person and Org ID. If a constituent type can apply to both people and organizations, enter the constituent type twice, selecting Person for one ID type, and then selecting Org ID for the other ID type. |