Constituent Source View

This is the top node. It contains information found on the overall constituent record and on the Personal Info tab, such as Name, Constituent Type, Deceased/Inactive, Title, Lookup ID, etc.

Commonly Used Fields

• Lookup ID

• Name (First and Last Name fields)

• First Name

• Last/Organization/Group/Household Name

• (Last Name/Organization Name)

• Title

• Type (Individual, Organization, Household, or Group)

Pulls information about the primary address on a constituent record.

Note: If you need address information in a query, we recommend pulling from this node to minimize duplicate rows.

Commonly Used Fields

• Address (Primary)/Address

• Address (Primary)/City

• Address (Primary)/State or Address/State Abbreviation

• Address (Primary)/Zip

An easy way to pull the name format marked as the Primary Addressee and Primary Salutation.

Note: If you need to pull a specific name format, you can use the Name Formats node. However, we recommend using a mailing process or export definition instead to minimize duplicate rows.

Commonly Used Fields

• Addressee and Salutation/Primary Addressee

• Addressee and Salutation/Primary Salutation

Pulls information about constituencies on records under the Personal Info, Constituencies Tab.

Commonly Used Fields

• Constituencies/Constituency

• Constituencies/Date from

• Constituencies/Date to

Pulls information about an organization’s primary contact.

Note: This field only displays information for organization constituents.

Commonly Used Fields

• Contact (Primary)/Name (Primary Contact Name)

Pulls the information about the email addresses that exist on the constituent record.

Commonly Used Fields

• Email address/Email address

• Email address/Email address type

• Email address/Primary email address (would be a Yes or No field to indicate if this email address is primary or not)

Pulls information about the household a constituent belongs to.

Commonly Used Fields

• Households Belonging To/Household Constituent/Name

Pulls interactions entered on the constituent record from the Documentation and Interactions Tab.

Commonly Used Fields

• Interactions/Date

• Interactions/Comment

• Interactions/Status

• Interactions/Summary

• Interactions/Owner/Name

Pulls information about the constituent as a member.

Commonly Used Fields

• Member/Is Primary?

• Member/Membership/Status (Membership

• Status) Member/Membership/Level (Membership Level)

Pulls notes entered on the constituent record from the Documentation and Interactions Tab.

Commonly Used Fields

• Notes/Notes

• Notes/Title

• Notes/Type

• Notes/Date Entered

Pulls the information about phone numbers entered on a constituent record.

Commonly Used Fields

• Phone/Number Phone/Phone type

• Phone/Primary phone number (Would be a Yes or No field to indicate if this phone number is primary or not.)

If your organization uses the Prospects area in Altru, you can pull Prospect Plan and Opportunity data from this node.

Commonly Used Fields

• Prospect/Is active

• Prospect/Prospect Manager/Name

• Prospect/Prospect Plans/Type

Pulls details about recognition credits applied to the constituent as in the Revenue, Recognition History Tab.

Commonly Used Fields

• Recognition Credits/Amount

• Recognition Credits/Type (What type of credit; for example: Soft Credit, Spouse Credit, Donor Credit, etc.)

• Recognition Credits/Revenue Application/Designation Name

Pulls information about event registrations for a constituent.

Commonly Used Fields

• Registrant/Attended

• Registrant/Event/Name

Pulls information about the relationships the constituent has as indicated on the Relationships tab of their record.

Commonly Used Fields

• Relationships/Related constituent name

• Relationships/Relationship Type

Pulls information about revenue the constituent has paid as in the Revenue, Revenue History Tab in the constituent record.

Commonly Used Fields

• Revenue/Date

• Revenue/Application Details/Application

• Revenue/Application Details/Application Amount

• Revenue/Application Details/Designation Name

Pulls information about the orders the constituent has purchased through Daily, Advanced, Group, or Online Sales.

Commonly Used Fields

• Sales Orders/Transaction Date

• Sales Orders/Sales method type

• Sales Orders/Sales Order Item/Type (Type indicates if the item was a Ticket, Merchandise Item, Tax, Discount)

Pulls solicit code information found on a constituent record under the Communications, Preferences Tab. An example of a solicit code might be No Mail.

Commonly Used Fields

• Solicit Codes/Name

• Solicit Codes/Comments

Pulls information about the constituent’s spouse.

Commonly Used Fields

• Spouse/Name