To view and manage information about an organization constituent, select the Organization tab.
Under Organization details, information such as the constituent’s name, industry, number of employees and subsidiary organizations, and website address appear. From this frame, you can edit the information entered about the organization.
Under Name Formats, information about the constituent's salutation appears. From this frame, you can add multiple addressees and salutations to use in communication with a constituent. You can also designate a name format as the primary addressee or salutation. The primary addressee is how the constituent requests to typically be addressed, such as on envelopes and labels. The primary salutation is how the constituent requests to typically be greeted in communication.
Under Aliases, information about the constituent's aliases appear. From this frame you can edit aliases such as a former name, an alternate name, or a nickname not captured on the Organization tab.When you search for a constituent, you can use aliases to find the correct constituent
Under Demographics, information about the constituent’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 organization 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 organization.
Under Interests, the interests of the organization appear. For example, a constituent may have an interest in women’s issues. You can add this interest to the record to remind you to include the constituent when you send invitations to events around women’s issues. From this frame, you can manage the interests entered for the organization.
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.