Individual Summary

To view an overview of an individual constituent including the revenue, activities, and household members associated with the constituent, select the Summary tab.

Under Revenue summary, information about the total revenue received from the constituent, such as toward giving, memberships, and events, appears. If the constituent is a member of a constituent household, you can also view the total giving received from the household. To view the complete revenue history for the individual, select View all revenue. The Revenue and Recognition page for the individual appears. For information about the items on this page, see Revenue and Recognition.

Under Recent revenue, the most recent revenue transactions received from the individual appear. To view more information about a transaction, select its link. The revenue record of the transaction appears.

Under Recent and upcoming activities, the most recent or pending interactions or activities such as event registrations or volunteer opportunities associated with the constituent appear. To view the more information about an activity, select its link. The record of the activity appears.

Under Recent and upcoming communications, the most recent or pending communications associated with the individual appear. To view all communication with the constituent, select View all. The Communications page for the constituent appears. For information about the items on this page, see Communications Information.