Edit Personal Information for an Individual Constituent

When you add an individual constituent to your database, you add personal information about the constituent such as the name, personal website URL, and whether the constituent gives anonymously. From the Personal tab of the constituent record, you can add and edit this information as necessary. When you edit personal information about the constituent, you can also select an image to associate with the individual.

Note: From a constituent record, to view an audit of the edits made to the record, select History under More information. The Constituent History page for the record appears. For information about the items on the Constituent History page, see Constituent History.

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

2. Select the Personal tab.

3. Under Personal information, select Edit on the action bar. The Edit personal information screen appears.

   Tip: To access the Edit personal information screen, you can also select the picture on the constituent record and select Edit.

4. Edit the information as necessary. If the constituent requests to donate anonymously, select Gives anonymously.

5. To add an image for the constituent:

   1. In the Image field, select Choose file. The Open screen appears.

   2. Browse to and select the image file to use with the constituent.

   3. Select Open. You return to the Edit personal information screen. In the Image field, the selected image appears.

   4. To remove the image selected for a constituent, select Clear file.

6. Select Save. You return to the Personal tab.