Constituencies

Constituencies define the affiliations your prospects have with your organization. A prospect can have multiple constituencies, and these relationships can start and end and overlap. For example, a prospect may first become a donor in your database and remain a donor for an undetermined length of time. The prospect may later become a volunteer for your organization but for only six months. You can use constituencies to define these relationships and group similar prospects in queries and reports.

To view the constituencies of a prospect, select the Constituencies section of the Affiliations tab on the prospect's Wealth and Ratings screen.

Add constituency to a prospect

Edit prospect constituency

Delete prospect constituency

Export prospect constituency information

 

 

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