Constituent Data Review

On the Constituent Data Review page, you can view an audit of the changes made to the contact information of constituents in your database. To access the page, from Constituents, select Constituent data review.

If your organization assigns relationship managers to constituents, the Recent changes list displays the changes made to the constituents to which you are assigned as the relationship manager. To also view changes made to constituents not assigned to relationship managers, under Filters, select Include unassigned.

Note: For information about how to assign a relationship manager to a constituent, see AddConstituent Relationship Managers.

The list displays all recent changes based on the filter criteria you enter. For each change, you can see:

• The name of the constituent associated with the change

• The type of information changed

• The Altru user who made the change.

• The date of the change.

• Whether information was added or updated.

If a data change was rolled back, you can also see what the information was rolled back to as well as the reason for the rollback.

Tip: To find a specific change, use filters to narrow your results, then select Apply.