Personal

To view and manage personal information about an individual constituent, select the Personal tab. You can expand and collapse the information that appears.

Under Personal information, information such as the constituent’s name, nickname, marital status, and website address appear. From this frame, you can edit the information entered about a constituent. For information about how to edit personal information, see Edit Personal Information for an Individual Constituent.

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. For information about how to edit name formats, see Edit a Name Format for a Constituent.

Under Aliases, information about the constituent's aliases appears. From this frame you can edit aliases such as a former name, a stage name, an alternate name, or a nickname not captured on the Personal tab.When you search for a constituent, you can use aliases to find the correct constituent. For information about how to edit an alias, see Edit an Alias for a Constituent.

Under Demographics, information about the constituent’s target giving level and income appear. You can also view information about the individual’s birthplace, ethnicity, and religious preference 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 individual 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 individual 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.

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