The Affiliations tab on a prospect's Wealth and Ratings screen houses information about the prospect's non-profit and foundation affiliations, in addition to network connections and constituencies. A constituency defines the affiliation a constituent has with your organization. For example, the constituent may be a volunteer or member. "Volunteer" and "memeber" are common constituent constituencies.
To access this tab, run a prospect search for the record for which you want to view asset information. The prospect's Wealth and Ratings page appears. Select the Affiliations tab.
Note: For organizations, households, and groups, asset information is accessed from the Wealth Summary tab on the prospect/household/group's Wealth and Ratings page.
The top of the tab provides a summary of all data included on the tab. For example, you can view how many affiliations have been identified for each affiliation type.
Also in the summary section on this page:
| • | Click any link in the Affiliations summary grid and the application takes you to that section of the tab page. For example, if you want to view the network connections included in this affiliations record, click Network connections in the summary section, and you are taken directly to the Network connections section near the bottom of the tab page. |
| • | View the Relationship Map to track all relationships this constituent has with other constituents in your system. |
The bottom half of the Affiliations tab displays affiliation details, such as non-profit and foundation affiliations.