To view and manage information about a constituent group or household, select the Details tab.
Under Demographics, information about the group or household’s target giving level and income 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.
Under Alternate lookup IDs, additional lookup IDs assigned the group or household 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 group or household.
Under Interests, the interests of the group or household appear. For example, a group may have an interest in women’s issues. You can add this interest to the record to remind you to include the group when you send invitations to events around women’s issues. From this frame, you can manage the interests entered for the group or household.
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.