Enter the name of the constituent group exactly as it should appear throughout your database such as on pages and reports.

Enter a description to help identify the group.

Search for and select the constituent who acts as the main contact for the group.

Select the type of the group, such as Giving circle or Family foundation. Your organization configures the available group types.

If the group requests to donate anonymously, select this checkbox.

Select whether summary information about the group should include all constituent information about the group’s members or only constituent information as of a specific date, such as when the group formed.

If you select Consolidate member data as of, select the date in the field.

To use the address, telephone, and email information of the primary contact as the contact information for the group, click this button.

Select the type of address to use as the primary contact for the group.

When you add a new constituent, you can add only the primary address information. On the constituent record, you can add additional addresses on the Contact tab.

Select the country of the group’s primary address.

Enter the primary street address or post office box for the group.

Enter the city or town for the group’s primary address.

Enter the Zip code for the group’s primary address.

If the group requests that you not send mail to the primary address, select this checkbox.

If you select Do not send mail to this address, select why the group requests to not receive mail at the primary address.

Select the type of phone number to use as the primary contact for the group, such as Home or Business.

When you add a new constituent, you can add only the primary phone number information. On the constituent record, you can add additional phone numbers on the Contact tab.

Enter the primary phone number for the group.

If phone formatting is enabled, the program applies the phone format associated with the selected country. For information about how to assign a phone format to a country, see the Manage Countries section of the help file.

If phone formatting is disabled, you can manually enter the phone number as it should appear.

If the household requests that you not call the number, select this checkbox.

If you select Do not call this phone number, this field is enabled. Select why the group requests to not receive calls at the number, such as “Donor preference.” If a phone number is no longer valid and you enter a end date for it, you may also set the number to “Do not call” with a reason of “No longer in service.”

Select the type of email address to use as the primary contact for the group, such as Personal or Business.

When you add a new constituent, you can add only the primary email address information. On the constituent record, you can add additional email addresses on the Contact tab.

Enter the primary email address for the group. On the constituent record, the primary email address becomes a link that you can click to quickly send an email to the individual.

If the household requests that you send email to this email address, select this checkbox.

If the group has a website, enter the web address. On the constituent record, the web address appears as a link to the website.