When you add an individual to the database, the program automatically creates a record of the constituent. From the constituent record, you can view and manage information about the individual. You can add personal and address information about the constituent, as well as name formats.
You can also mark a constituent as inactive. To access a constituent record, search the database for the individual. For information about Constituent Search, see Constituent Search.
At the top of the record, profile information about the individual appears in a series of summary tiles. To minimize all of the tiles on a record, click Show less. To expand all the tiles, click Show more. Above the summary tiles, the record type, Lookup ID, deceased status, inactive status, and any active constituencies are always visible.
Each application user can configure which tiles are visible for each record type. Additionally you can rearrange tiles to customize the view. To add or remove tiles from the view, click Customize summary. The Customize summary tiles screen appears. For information about how to customize summary tiles, see Customize summary tiles for a constituent record type.
From the constituent record, you can view and manage contact and detail information about the individual. You can also view and manage the name formats, nicknames, and aliases to use with the individual. To help you navigate through this information, the constituent household record contains multiple tabs. Tiles and tabs are linked. 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 tiles and tabs are automatically updated.
Depending on your system role and security rights, you can perform additional tasks to manage information about the individual from the constituent record.