Constituents
Constituents are individuals and organizations with whom your nonprofit interacts. They include volunteers, donors, and recipients. Constituent records let you track information on your constituents in one place.
You can create constituents and associate them with NFP transactions, such as pledges, grants, contributions, and merchandise sales. Constituent is a required field in these transactions. Consequently, you must create or import initial constituent records as part of the setup.
The constituent record in this release is the standard customer record that has been renamed. Since the constituent record is the standard customer record, in some cases, such as custom dashboards, you will see the portlet title as Customers. For information about data in this record, see Customers.
The Giving Statistics subtab in the Constituent record provides details of contributions made by the constituent.
To create a Constituent record:
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Go to Lists > Relationships > Constituents > New.
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For Type, choose Company or Individual.
The arrangement of the fields on the page changes depending on your selection.
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Complete the fields for the constituent as desired. Required fields are identified by a gold asterisk (*).
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When you have finished, click Save.
To update a Constituent record:
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Go to Lists > Relationships > Constituents.
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Locate the appropriate constituent record and click Edit.
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Change any fields as appropriate.
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Click Save.
To delete a Constituent record:
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Go to Lists > Relationships > Constituents.
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Locate the appropriate constituent record and click Edit.
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From the Actions list, select Delete.
The system displays a popup window asking if you are sure you want to delete the record.
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Click OK.
For information about importing constituent records, see Importing CSV Files with the Import Assistant, Guidelines for CSV Import Files, and Relationships Import Type.