Constituent Data Review

On the Constituent Data Review page, you can view an audit of the changes made to the contact information of constituents in your database. To access the Constituent Data Review page, from Constituents, select Constituent data review.

Note: On the Constituencies tab of a constituent record, you can assign fundraisers to maintain your organization’s relationship with the constituent. For information about how to assign a relationship manager to a constituent, see Add Constituent Relationship Managers.

If your organization assigns relationship managers to constituents, the Recent changes grid displays the changes made to the constituents to which you are assigned as the relationship manager. To also view the changes made to constituents not assigned to relationship managers, select Include unassigned on the action bar and select Apply. In the grid, you can view the name of the constituent associated with the change, the type of contact information changed, the user who made the change, and the date of the change. You can also view whether the change was the addition of new contact information or the edit of existing information. To make sure the grid displays the latest information, select Refresh List on the action bar.

To help find a specific change, you can filter the information that appears. On the action bar, select the criteria of the changes to view, and select Apply. You can select to changes of a specific type of contact information, the user who made the change, or the date range of the change. To remove the selected filters and display all change information, select Reset on the action bar.

To view additional information about a change, select its row under Recent changes. Beneath the row, contact information for the constituent, before and after the change, appear. To view additional information about the constituent associated with a change, such as to correct an edit, ciick the constituent's name under Recent changes. The constituent record appears.