Constituent Group Record

When you add a constituent group to the database, the program automatically creates a record of the group. From the record, you can view and manage information about the group. You can add member and address information about the group, as well as name formats. To access a constituent group record, search the database for the group.

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

If the group is a committee for your organization, you can assign a constituency of “Committee” to the group. If you added the group using Add a committee, the group automatically has a constituency of “Committee.” To view the group record as a committee, from the group, select Committee under View as. For more information, see View Groups as Committees.

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

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