Edit Demographic Information for a Constituent

You can enter demographic information about a constituent, such as income level. For an individual constituent, you can also enter information such as birthplace, ethnicity, and religion.

1. Open the record of the constituent with the demographic information to edit. For information about how to open a constituent record, see Constituent Search.

2. Select the Personal tab (for an individual), Organization tab (for an organization), or Details tab (for a constituent group or household).

3. Under Demographics, select Edit on the action bar. The Edit demographics screen appears.

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. You return to the constituent record.