Edit demographic information

1. Open the record of the constituent with the demographic information to edit.

2. For an individual, select the Personal Info tab. Then select Personal.

For an organization, select the Organization Info tab. Then select Organization.

For a constituent group or household, select the Details tab.

3. Under Demographics, select Edit on the action bar.

4. In the Target and Income fields, select the target giving level and estimated income for the constituent.

5. For an individual constituent, enter the birthplace and select the ethniticy and religious preference as necessary.

6. Select Save.