Add Biographical Information Screen
Name and Address Tab
The Name and address tab houses general information about the constituent: full name, birth date, home address, business address.
Field Name | Field Explanation |
Source | Source of the biographical information. For example, if the information was provided by Marquis Who’s Who, the information is entered in this field. |
Name | Constituent’s full name. |
Gender | Constituent’s gender. Tip: If you've upgraded to service pack 39, gender values are based on how your organization configured the user-defined code table for gender. |
Birth Date | Month, day, and year of constituent’s birth. |
Deceased Date | Date of constituent’s death, if the record shows he passed away. |
Birthplace | City and state of constituent’s birth. |
Home address frame | Constituent’s home address. |
Business address frame | Constituent’s business address. |
Notes | Any additional information associated with the constituent’s wealth information biography. |
Bio 1 Tab
The Bio 1 tab houses education, membership, and personal information about the constituent.
Field Name | Field Explanation |
Education box | Information collected about the constituent’s education. |
Personal box | Personal information, such as names of parents and job history, collected about the constituent. |
Family box | Information collected about the constituent’s family history. |
Awards box | Information collected about the constituent’s awards (scholarships, fellowships). |
Memberships box | Information collected about the constituent’s memberships (Rotary Club, sorority). |
Bio 2 Tab
The Bio 2 tab houses avocation(s)/interests, religious/political affiliations, and civic/military service information about the constituent.
Field Name | Field Explanation |
Avocation(s)/Research/ Interests box | Avocation(s), such as reading and writing; research; and general interest information collected about the constituent. |
Political/Religious affiliations box | The constituent’s affiliation with a specific religion or political party. |
Civic/Military service box | Details about the constituent’s military service and any information collected about the constituent’s civic duties. |
Law box | Legal affiliations. |
Thoughts on life box | The constituent’s theories/thoughts on life. |
Career Tab
The Career tab houses information about the constituent’s career/profession.
Field Name | Field Explanation |
Career box | Information collected about the constituent’s professional career. |
Occupation box | Information collected about the constituent’s occupation, such as the name of the occupation and duties. |
Positions held box | Information collected about professional positions held by the constituent. |
Certifications box | Information collected about any certifications held by the constituent. |