Individual Constituent Record

When you add an individual to the database, the program automatically creates a record of the constituent. From the constituent record, you can view and manage information about the individual. You can add personal and address information about the constituent, as well as name formats.

You can also mark a constituent as inactive. To access a constituent record, search the database for the individual. For information about Constituent Search, see Constituent Search.

At the top of the record, profile information about the individual appears, including primary contact information, lookup ID, inactive status, and any active constituencies. You can also view the name of the individual’s spouse and household, when applicable.

From the constituent record, you can view and manage contact and personal information about the individual. You can also view and manage the name formats, nicknames, 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 individual from the constituent record.