Organization Constituent Record

When you add an organization to the database, the program automatically creates a record of the constituent. From the constituent record, you can view and manage information about the organization. You can add additional information about the organization, such as matching gift conditions and aliases. You can also mark a constituent as inactive. To access an organization constituent record, search the database for the organization. For information about Organization Search, see Organization Search.

At the top of the record, profile information about the organization appears, including primary contact information, lookup ID, inactive status, and any active constituencies.

From the constituent record, you can view and manage information about the organization. You can also view and manage the name formats and aliases to use with the constituent. To help you navigate through this information, the constituent record contains multiple tabs.

Depending on your system role and security rights, you can perform additional tasks to manage information about the organization from the constituent record.