Add User-defined Constituency

User-defined constituencies are defined by your organization. You can add a user-defined constituency to a selection of constituents or all constituents at once with Global Change. For example, if you have a user-defined constituency, “Online friend,” you can use Global Change to add this constituency to a selection of constituents.

1. From Administration, select Global changes. The Global Changes page appears.

2. Select Add. The Select a global change definition screen appears.

3. Under Constituent, select Add user-defined constituency.

4. Select OK.

5. In the Name field, enter a name to identify this global change process. The name displays in the Global changes grid on the Global Changes page.

6. In the Site field, select the site that you want to use to secure this global change instance. This field contains only sites to which you have rights.

   When you select a site and save the process:

   • Only users with access to the selected site can run the global change process.

   • Other users cannot edit the Site entry. The system administrator or the user who created the process can edit the Site.

   • The site automatically appears in the Site field on the Assign Permissions screen (only system administrators and the process owner can access this screen)

   • On the Global Change page, an Owner column displays, so you can see who created the process

7. If you want to globally add a user-defined constituency to a specific group of constituent records included in a selection created in Query, select Selection. Select the binoculars at the end of the field to access a search screen and locate the specific selection you want to use. If you do not select a selection, all records are changed.

8. In the Constituency field, select the type of constituency to assign to the constituent. The constituency defines why the constituent is in your database and the affiliation with your organization.

9. Enter the date the constituency begins.

10. Enter the date the constituency ends. If the duration of the constituency is undetermined, leave this field blank.

11. Select Overwrite existing value to change the duration of the constituency to match your new global entries where the constituency already exists.

12. Select Remove value from unqualified records to remove the constituency from records not included in the Selection.

13. Select Save.

14. When you are ready to execute the changes, open the process. On the process status page, select the Job Schedules tab to schedule the process or select Start process to run the process now.