Constituent Records

After you add an individual or a constituent group or household, the program automatically creates a record of the constituent. From the record, you can view and manage wealth and ratings information about the prospect. After you add an organization to the database, the program automatically create a record of the constituent. From the record, you can manage information about the organization, such as contact information, relationships, and documentation. You can also access additional detail information about the constituent. To access the record, search the database for the constituent. For information about Constituent Search, see Constituent Search.

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Blackbaud, Inc. | 2000 Daniel Island Dr. | Charleston, SC 29492