On the constituent record, profile information appears in a series of summary tiles. Under the tiles, the constituent record also contains multiple tabs of additional information. When you click a link on a tile, the related tab opens. When you add or edit constituent information in a tile or tab, the related tabs and tiles are automatically updated.
Each application user can configure which tiles are visible for each record type. Additionally, each user can rearrange the visible tiles to customize the view. For information about how to customize summary tiles, see Customize summary tiles for a constituent record type.
Note: Users who have security access to the summary section of constituent records can see all tiles. This is true even for tiles that have information about sections of the program that the user may not have access to. For example, if a user has rights to see the constituent summary section but no rights to see membership information, they can still see the Membership tile on constituent records.
| Tile Name | Description |
|---|---|
| Personal Information |
For individuals, this tile shows the constituent's name, nickname, maiden name, profile image, and whether the individual gives anonymously. For organizations, it shows the constituent's alias, industry, number of employees, number of subsidiaries, and profile image. For groups, it shows the group's alias, description, date created, whether the group gives anonymously, and profile image. For households, it shows the household's description, date created, whether the household gives anonymously, and profile image. To edit this information for a constituent, click the Edit icon. You can also update the constituent's profile image. To open the constituent's Info tab, click the tile name. |
| Contact Information |
If the constituent's record includes a primary phone and email address, the tile shows the information. If not, you can add a primary phone number and email address from this tile. To change this information, click the Edit icon. When an organization has multiple contacts, the Contact Information tile displays the primary contact information. Additionally if one or more social media accounts have been added to the record, icons for the first 3 accounts appear in the tile. To view an social media account, click the icon. To open the Contact Info tab, click the tile name. |
| Addresses |
This tile shows the constituent's address, address type, and whether the address is marked "Do not contact." To change an address, click the Edit icon. You can also add an address from this tile. If a constituent has more than one address, you can click the arrows to view each address. To open the Contact tab, click the tile name. |
| Documentation |
This tile shows the number of notes, media links, attachments, and interactions for the constituent. To add a note, media link, attachment or interaction, click an Add icon. To open the Documentation tab for an individual, group, or organization, click the tile name. To open the Documentation tab for a household, click the tile name. |
| Primary Relationships |
This tile is available for individual constituent records. It shows the spouse, household, and primary business records related to the individual. To open a related constituent's record, click the name for the related spouse, household, or business. If the consistent does not have a spouse, household, or business listed, you can add one from this tile. To open the Relationships tab for the individual constituent, click the tile name. |
| Contacts |
This tile is available for organization constituent records. It shows contact information for constituents with relationships to the organization, such as the contact's name, department or title, phone number, email address, and whether the contact is current. You can add and edit contacts from this tile. If an organization has more than one contact, you can click the arrows to view each contact. To open the Relationships tab for the organization, click the tile name. |
| Group Members |
This tile is available for group constituent records. It shows the primary member, as well as the number of current and former members. To open the primary member's constituent record, click the member's name. To view a list of current or former members, click the related link on the tile. To open the Relationships tab for the group, click the tile name. |
| Household Members |
This tile is available for household constituent records. It shows the primary member, as well as the number of current and former members. To open the primary member's constituent record, click the member's name. To view a list of current or former members, click the related link on the tile. To open the Relationships tab for the household, click the tile name. |
| Opportunity |
This tile displays opportunity information for consituents who are major giving prospects. This information includes the opportunity's plan, the plan's primary manager, the amount of the opportunity, and its status. To edit this information, click the Edit icons. If a constituent has more than one opportunity, you can click the arrows to view each opportunity. You can also add an opportunity from this tile. To open the related record, click the name of the plan, the name of the primary manager, or the opportunity amount. To open the Opportunities tab of the plan the Opportunity tile is displaying, click the tile name. |