The program provides several default constituency types. The program may automatically add a constituency to a constituent, or you can add a constituency on the Constituencies tab. Constituencies also appear under Active constituencies in the summary of a constituent record as a link to additional information about the constituent. Constituencies may also appear under View as on the explorer bar as links to additional information about the constituent in regards to the constituency.
Note: To add user defined constituency types, from Administration, click Code tables. Under the Biographical category, click Constituency under Code table name column. The Manage Code Table Entries page appears. Here you can manage your constituency types.
|
Constituency |
Description |
|
Board member |
From the Constituencies tab, you can add this constituency to a constituent and enter start and end dates. When you add the constituency, it appears under Active constituencies on the constituent record as a link to the Constituencies tab. When the end date passes, the constituent automatically becomes a Former board member. |
|
Fundraiser |
You can add this constituency to a constituent from the Constituencies tab and enter start and end dates. When the end date passes, the constituent automatically becomes a Former fundraiser. When you add a constituent as a fundraiser in Prospects, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the constituent record, the constituency appears under Active constituencies and under View as on the explorer bar as a link to the Fundraiser page for the constituent. For information about the Fundraiser page, see the Prospects Guide. |
|
Major giving prospect |
You can add this constituency to a constituent from the Constituencies tab and enter start and end dates. When the end date passes, the constituent automatically becomes a Former major giving prospect. When you add a constituent as a prospect in Prospects, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the constituent record, the constituency appears under Active constituencies and under View as on the explorer bar as a link to the Prospect page for the constituent. For information about the Prospect page, see the Prospects Guide. |
|
Planned giver |
When you add a constituent as a major giving prospect in Prospects and assign a planned gift plan type with an accepted planned gift that has a designation and designation amount, the program automatically adds this constituency to the Constituencies tab of the constituent record. On the Planned Gifts tab of the Revenue Information page of a constituent, you can view the planned gifts of a constituent. For information about planned gifts, see the Prospects Guide. |
|
Relation only |
When you add the constituent as a relationship of another constituent, and there is no other constituency assigned, the program automatically adds this constituency to the Constituencies tab of the constituent record. The constituency appears under Active constituencies on the constituent record as a link to the Relationships page for the related constituent. When you add another constituency to the constituent, the program automatically removes the “Relation only” constituency. |
|
Staff |
From the Constituencies tab, you can add this constituency to a constituent and enter start and end dates. When you add the constituency, it appears under Active constituencies on the constituent record as a link to the Constituencies tab. When the end date passes, the constituent automatically becomes Former staff. |
|
Volunteer |
You can add this constituency to a constituent from the Constituencies tab in the Personal Info tab and enter start and end dates. When the end date passes, the constituent automatically becomes a Former volunteer. |