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Maintaining Constituent Types

This section provides an overview of constituent types and discusses how to assign constituent types.

Constituent types are the relationships that exist between a constituent and your institution. Constituent types are used extensively in reporting and in completing many business processes.

Page Name

Definition Name

Navigation

Usage

Constituent Type

AV_CNST_TYPE_TBL

AV_CNST_TYPE_TBL_W

  • select Contributor Relations, then select Constituent Information, then select People, then select Relationships, then select Constituent Types

  • select Contributor Relations, then select Constituent Information, then select Workset, then select Workset Constituent Info, then select Relationships - Workset, then select Constituent Types - Workset

Assign constituent types to a constituent.

Constituent Type Summary

AV_CNST_TYPE_INQ

AV_CNST_TYPE_INQ_W

  • select Contributor Relations, then select Constituent Information, then select People, then select Relationships, then select Constituent Type Summary

  • select Contributor Relations, then select Constituent Information, then select Workset, then select Workset Constituent Info, then select Constituent Type Summary

View a list of all the constituent types assigned to a constituent.

Access the Constituent Type page (select Contributor Relations, then select Constituent Information, then select People, then select Relationships, then select Constituent Types).

Image: Constituent Type page

This example illustrates the fields and controls on the Constituent Type page. You can find definitions for the fields and controls later on this page.

Constituent Type page

Your selections on this page indicate the relationships that exist between a constituent who is a person and your institution. An organization can be assigned one constituent type. You can assign an organization's constituent type on the Organization Financial Information page.

Field or Control

Definition
Past

Select if the constituent no longer has a relationship with your institution. For example, if a constituent has a value of Parent and the child graduates, then select the Past option for the constituent type of Parent.

Note: When constituent types are assigned to a constituent, you cannot delete the last remaining constituent type assignment. For example, if a constituent is assigned values of Alumni and Parent, you can delete one of these constituent types, but one must remain in the system.