Personal

To view and manage personal information about an individual constituent, select the Personal tab. You can expand and collapse the information that appears.

For constituents marked as inactive, the Inactive details frame appears. Under Inactive details, information about why the constituent was marked inactive appears. You can edit this information as necessary. For information about how to edit information about the inactive status, see Edit Status Details for an Inactive Constituent.

Under Personal information, information such as the constituent’s name, nickname, marital status, and website address appear. From this frame, you can edit the information entered about a constituent. For information about how to edit personal information, see Edit Personal Information for an Individual Constituent.

Under Name Formats, information about the constituent's salutation appears. From this frame, you can add multiple addressees and salutations to use in communication with a constituent. You can also designate a name format as the primary addressee or salutation. The primary addressee is how the constituent requests to typically be addressed, such as on envelopes and labels. The primary salutation is how the constituent requests to typically be greeted in communication. For information about how to edit name formats, see Edit a Name Format for a Constituent.

Under Aliases, information about the constituent's aliases appears. From this frame you can edit aliases such as a former name, a stage name, an alternate name, or a nickname not captured on the Personal tab.When you search for a constituent, you can use aliases to find the correct constituent. For information about how to edit an alias, see Edit an Alias for a Constituent.

Under Demographics, information about the constituent’s target giving level and income appear. You can also view information about the individual’s birthplace, ethnicity, and religious preference appear. From this frame, you can edit the information entered about a constituent. For information about how to edit demographic information, see Edit Demographic Information for a Constituent.

For constituents marked as deceased, the Deceased information frame appears. Under Deceased information, information such as the date the constituent passed away and how your organization learned the constituent passed away appears. From this frame, you can edit this information as necessary. For information about how to edit the deceased information, see Edit Deceased Information for an Individual Constituent.

Note: If your system administrator configures the Life Changes options so you can edit additional information about a deceased constituent, Go to deceasing options appears on the action bar of the Deceased information frame.

If you have the proper system role and security rights, the Social Security Number frame appears and displays the individual’s Social Security number. From this frame, you can edit this information as necessary. For information about how to edit the Social Security number, see Edit the Social Security Number for an Individual Constituent.

Under Alternate lookup IDs, additional lookup IDs assigned the individual appear. Alternate lookup IDs are categorized by type, so a constituent may have multiple alternate lookup IDs. However, a constituent can have only one alternate lookup ID per type. From this frame, you can manage alternate lookup IDs for the organization.

Under Interests, the interests of the individual appear. For example, a constituent may have an interest in women’s issues. You can add this interest to the record to remind you to include the constituent when you send invitations to events around women’s issues. From this frame, you can manage the interests entered for the organization.

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