Entering Constituent Identification Numbers

Constituent identification types can be: driver’s license numbers, birth certificate numbers, social security numbers, any state, country or campus ID, and so on. You can enter all constituent identification numbers and types in the Identification view from the Constituent screen. Use the following task to enter constituent identification information.

To enter constituent identification

  1. From the Constituents screen, choose the constituent record, then click the Identification tab.

  2. Click New, and enter the required information, some of which is shown in the following table.

    Field Description

    Primary

    Select this field to designate the identification as primary for the constituent record.

    ID Type

    Click the list to select an identification type. Values are: Passport, SSN (Social Security Number), and Birth Number.

    ID #

    Enter the identification number.

    Country

    Click the list, and select a country.

    Effective Start Date, and Effective End Date

    Click the Select button to choose an effective start and end date for the email record.

    Description

    Enter a description in this field.

  3. From the Application-level menu, choose Save Record.