Constituent Information

To view information about the constituent associated with the revenue, select the Individual tab, Organization tab, Group tab, or Household tab, depending on the type of constituent. This tab displays data from the record of the constituent associated with the selected revenue transaction such as name and primary contact information. The other information that appears depends on the type of constituent. For example, for an individual constituent, you can also view the constituent’s marital status and gender. For an organization constituent, you can also view the constituent’s industry and parent organization. For a constituent group or household, you can also view information about its members.

You can edit the constituent record information.