Contact Information

To manage the view and manage the contact information for the constituent, select the Contact tab.

Under Addresses, the address information for the constituent appears, including start and end dates and whether to mail to the address. A lock and the word “Confidential” indicates the constituent has requested the address is not to be shared with others outside your organization. To display former addresses in addition to current addresses for the constituent, select Show former contact information and click Apply.

Under Addresses, you manage the constituent’s address information. You set the default address format in Administration. After you add a country on the Countries and States page in Administration, you can define its default address format. When you add an address, the country you select determines the address format. For information about how to define a default address format, see the Administration section of the help file.

Under Phone numbers, all phone numbers for the constituent appear. From the Contact tab, you can manage the constituent’s phone number information.

Under Email addresses, the email addresses for the constituent appear. From the Contact tab, you can manage the constituent’s email address information.

Add Addresses

Edit an Address for a Constituent

Delete an Address for a Constituent

Map an Address for a Constituent

Geocode an Address for a Constituent

Address Attributes and the Address Page

Add Email Addresses for a Constituent

Edit an Email Address for a Constituent

Delete an Email Address for a Constituent

Add Phone Numbers for a Constituent

Edit a Phone Number for a Constituent

Delete a Phone Number for a Constituent

Add a Social Media Account for a Constituent

 

 

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