Constituent Window

When you enter transactions in a revenue batch, the Constituent Window displays information about the constituent and applications associated with the selected transaction.

To view the Constituent Window, at the bottom of the grid, select Constituent Window.

Note: To view the record of a constituent included in a revenue batch, such as to edit additional information, press F9 on your keyboard or select Constituent, Go to Constituent on the menu bar.

To help you navigate through this information, the Constituent Window contains multiple tabs.

You can resize, position, or hide the Constituent Window as necessary.