Constituent Summary Tiles

For individuals, this tile shows the constituent's name, nickname, maiden name, profile image, and whether the individual gives anonymously.

For organizations, it shows the constituent's alias, industry, number of employees, number of subsidiaries, and profile image.

For groups, it shows the group's alias, description, date created, whether the group gives anonymously, and profile image.

For households, it shows the household's description, date created, whether the household gives anonymously, and profile image.

To edit this information for a constituent, select the Edit icon. You can also update the constituent's profile image.

To open the constituent's Info tab, select the tile name.

If the constituent's record includes a primary phone and email address, the tile shows the information. If not, you can add a primary phone number and email address from this tile. To change this information, select the Edit icon.

Additionally if one or more social media accounts have been added to the record, icons for the first 3 accounts appear in the tile. To view an social media account, select the icon.

To open the Contact Info tab, select the tile name.

This tile shows the constituent's address, address type, and whether the address is marked "Do not contact." To change an address, select the Edit icon. You can also add an address from this tile.

If a constituent has more than one address, you can select the arrows to view each address. To open the Contact tab, select the tile name.

This tile shows the number of notes, media links, attachments, and interactions for the constituent. To add a note, media link, attachment or interaction, select an Add icon.

To open the Documentation and Interactions tab for an individual, group, or organization, select the tile name.

To open the Documentation tab for a household, select the tile name.

This tiles shows a constituent's membership information. For all constituents, this includes the membership name, primary member, ID, status, expiration date, level, and when the membership started. If a constituent has more than one membership, you can select the arrows to view each membership. You can also add a membership from this tile.

For an individual, if the individual is a member of a household, the tile shows the constituent's memberships and the household's memberships.

For a group or household, the tile shows memberships for the group and for each constituent within the group.

To open the Memberships tab for the constituent, select the tile name.

This tile is available for individual constituent records. It shows the spouse, household, and primary business records related to the individual. To open a related constituent's record, select the name for the related spouse, household, or business. If the consistent does not have a spouse, household, or business listed, you can add one from this tile.

To open the Relationships tab for the individual constituent, select the tile name.

This tile is available for organization constituent records. It shows contact information for constituents with relationships to the organization, such as the contact's name, department or title, phone number, email address, and whether the contact is current. You can add and edit contacts from this tile.

If an organization has more than one contact, you can select the arrows to view each contact. To open the Relationships tab for the organization, select the tile name.

This tile is available for group constituent records. It shows the primary member, as well as the number of current and former members. To open the primary member's constituent record, select the member's name. To view a list of current or former members, select the related link on the tile.

To open the Relationships tab for the group, select the tile name.

This tile is available for household constituent records. It shows the primary member, as well as the number of current and former members. To open the primary member's constituent record, select the member's name. To view a list of current or former members, select the related link on the tile.

To open the Relationships tab for the household, select the tile name.