Constituent Records

After you add a constituent, constituent group, or constituent household to the database, the program automatically creates a record of the constituent. From the record, you can manage information about the constituent, such as contact information, relationships, documentation, and name formats. You can make a constituent inactive and view additional detail information about the constituent. To access the record of a constituent, search the database for the constituent. For information about Constituent Search, see Constituent Search.

At the top of the record, profile information about the constituent appears, including an image, primary contact information, lookup ID, inactive status, and any active constituencies. The information that appears depends on the type of constituent. From the record, you can view and manage additional information about the constituent. For information about the items that appear on a record for a specific type of constituent, see Individual Constituent Record, Organization Constituent Record, Constituent Group Record, or Constituent Household Record.

To help you navigate through this information, the constituent record contains multiple tabs.