Constituent Batch
The table below explains the fields in the Constituent Batch template. You can use this batch template to add or import multiple new constituent records. When a field is not required, you can leave it blank as necessary. For more information about the constituent data entry fields, see the Prospect Wealth & Management Guide.
Fields marked “Never” are never required. Fields marked “Conditionally” are required in some situations, such as when another field is selected. Some fields are only accessible when another field is selected or when another field has a specific value. Some fields are display-only when other fields are selected. This information is in the “Required” column of the table below.
Field |
Description |
Required? |
Allowed values |
Academic catalog additional information AFFILIATEDADDITIONALINFORMATION |
Educational history field Enter additional information about the program, such as its college or school, department, or degree type at the educational institution. |
Never Educational institution: affiliated and contained in the academic catalog Constituent type: “Individual” |
Text |
Academic catalog degree EDUCATIONALHISTORY_ACADEMICCATALOGDEGREEID |
Educational history field Select the degree of the program the constituent attends at the institution. |
Never Educational institution: affiliated and contained in the academic catalog Constituent type: “Individual” |
Academic catalog degrees defined in the system |
Academic catalog program EDUCATIONALHISTORY_ACADEMICCATALOGPROGRAMID |
Educational history field Select the program the constituent attends at the institution, such as “Undergraduate.” |
Never Educational institution: affiliated and contained in the academic catalog Constituent type: “Individual” |
Academic catalog programs defined in the system |
Address ADDRESS_ADDRESSBLOCK |
Address field Enter the street address or post office box for the constituent. |
Never |
Text (150 characters) |
Address start date ADDRESS_HISTORICALSTARTDATE |
Address field Select the date when the constituent begins use of the address. |
Never |
Date |
Address type ADDRESS_ADDRESSTYPECODEID |
Address field Enter the type of address to add for the constituent, such as “Home” or “Business.” |
Never |
Address types in Address Type table |
Addressee name format PRIMARYADDRESSEE_NAMEFORMATFUNCTIONID |
Enter the name as it should appear when the constituent is an addressee. |
Never Constituent type: “Individual” |
Addressee name formats defined in the system |
Addressee type PRIMARYADDRESSEE_NAMEFORMATTYPECODEID |
Select the type of name format to add such as “Formal Addressee.” |
Never Constituent type: “Individual” |
Addressee types defined in the system |
Alternate lookup IDs ALTERNATELOOKUPIDS |
When you select this field, a second grid appears. You can enter the Alternate lookup ID type code ID and Alternate lookup ID. With Alternate lookup IDs, you can manually assign more lookup IDs to a record, without altering the primary lookup ID. Alternate lookup ID appears in the connected grid for Alternate lookup IDs. Enter the lookup ID. Alternate lookup type code ID appears in the connected grid for Alternate lookup IDs. Enter the type. |
Never Alternate lookup ID and Alternate lookup type code ID: Conditionally as part of Alternate lookup IDs |
Select from a connected grid |
Birth date BIRTHDATE |
Enter the individual’s date of birth, such as “10/10/1941.” If you are unsure of the exact birth date, you can enter a “fuzzy” date, such as the month and year or the year only. |
Never Constituent type: “Individual” |
A "fuzzy" date |
Birthplace BIRTHPLACE |
Demographic field Enter the constituent’s birthplace. |
Constituent type: “Individual” |
Text (50 characters) |
Business PRIMARYBUSINESSID |
Field for primary business This is the constituent’s primary business. Select an organization that is a business to associate with the constituent. |
Never Constituent type: “Individual” |
Businesses defined in the system |
Business address PRIMARYBUSINESS_ADDRESS_ADDRESSBLOCK |
Field for primary business Enter the primary street address or post office box for the business. If you select a business from Business, this field will display the primary address for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Text (150 characters) |
Business address type PRIMARYBUSINESS_ADDRESS_ADDRESSTYPECODEID |
Field for primary business Select the type of address to use as the primary contact for the business, such as “Business.” When you add a new constituent, you can add only the primary address information. On the constituent record, you can add additional addresses on the Contact tab. If you select a business from Business, this field will display the address type for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Address types defined in the system |
Business career level PRIMARYBUSINESS_CAREERLEVELCODEID |
Field for primary business Enter the career level for the constituent at the business. |
Never Constituent type: “Individual” Either Business name entered or Business selected |
Business career levels defined in the system |
Business CART PRIMARYBUSINESS_ADDRESS_CART |
Field for primary business Enter the Carrier Route (CART) for the address. CART refers to the addresses served by the postal carrier and the route used to deliver the mail. The CART can include the city, rural, and highway contract routes. To ease the delivery of mail and receive a postal discount, you can add CART information to addresses in your mailings. If you validate the address in the program, the CART received from the address validation service automatically appears. If you select a business from Business, this field will display the CART for the business’ primary address. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Text (10 characters) |
Business city PRIMARYBUSINESS_ADDRESS_CITY |
Field for primary business Enter the city or town for the business’ primary address. If you select a business from Business, this field will display the city for the business’ primary address. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Text (50 characters) |
Business country PRIMARYBUSINESS_ADDRESS_COUNTRYID |
Field for primary business Select the country of the business’ primary address. If you select a business from Business, this field will display the country for the business’ primary address. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Countries defined in the system |
Business do not mail PRIMARYBUSINESS_ADDRESS_DONOTMAIL |
Field for primary business If the business requests that you not send mail to the primary address, select this checkbox. If you select a business from Business, this field will display whether the option is selected for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Selected or not selected |
Business do not mail reason PRIMARYBUSINESS_ADDRESS_DONOTMAILREASONCODEID |
Field for primary business If you select Business do not mail, select why the business requests to not receive mail at the primary address. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Do not mail reasons defined in the system |
Business DPC PRIMARYBUSINESS_ADDRESS_DPC |
Field for primary business Enter the Delivery Point Code (DPC) for the address. DPC is a POSTNET barcode that contains a ZIP+4 barcode plus two additional digits (or 10 additional bars) to designate a specific delivery point. The barcode consists of 62 bars total, with beginning and ending frame bars and five bars each for the nine digits of the ZIP+4, the last two digits of the primary street address or post office box, and a correction digit. If you receive a three-digit DPC from your vendor, enter only the first two digits. The first two digits of the DPC are the last two digits of the street address number. If you validate the address in the program, the DPC received from the address validation service automatically appears. If you select a business from Business, this field will display the DPC for the business’ address. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Text (8 characters) |
Business email address PRIMARYBUSINESS_EMAILADDRESS_EMAILADDRESS |
Field for primary business Enter the primary email address for the organization. On the constituent record, the primary email address becomes a link that you can click to quickly send an email to the organization. If you select a business from Business, this field will display the email address for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
A valid email address |
Business email type PRIMARYBUSINESS_EMAILADDRESS_EMAILADDRESSTYPECODEID |
Field for primary business Select the type of email address to use as the primary contact for the organization, such as “Business.” When you add a new constituent, you can add only the primary email address information. On the constituent record, you can add additional email addresses on the Contact tab. If you select a business from Business, this field will display the email type for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Email types defined in the system |
Business industry PRIMARYBUSINESS_INDUSTRYCODEID |
Field for primary business Select the business’ type of industry such as “Health care” or “Education.” If you select a business from Business, this field will display the industry for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Industries defined in the system |
Business information source PRIMARYBUSINESS_ADDRESS_INFOSOURCECODEID |
Field for primary business Select the information source for the contact information, such as “Company’s website.” Sources are used to help you track additional information about the reasons contact information is added or changed. Source information appears on the Contact tab of the constituent. If you select a business from Business, this field will display the source of information for that business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Information sources defined in the system |
Business is primary org PRIMARYBUSINESS_ISPRIMARYORGANIZATION |
Field for primary business If the related business is the primary organization, select this checkbox. If you select a business from Business, this field will display whether the business is the primary organization. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Selected or not selected |
Business job category PRIMARYBUSINESS_JOBCATEGORYCODEID |
Field for primary business Enter the job category for the individual’s employment information. |
Never Constituent type: “Individual” Business name entered or Business: selected |
Job categories defined in the system |
Business job department PRIMARYBUSINESS_JOBDEPARTMENT |
Field for primary business Enter the job department for the individual’s employment information. |
Never Constituent type: “Individual” Business name entered or Business: selected |
Text (100 characters) |
Business job division PRIMARYBUSINESS_JOBDIVISION |
Field for primary business Enter the job division for the individual’s employment information. |
Never Constituent type: “Individual” Business name entered or Business: selected |
Text (100 characters) |
Business job schedule PRIMARYBUSINESS_JOBSCHEDULECODEID |
Field for primary business Enter the job schedule for the individual’s employment information. |
Never Constituent type: “Individual” Business name entered or Business: selected |
Job schedules defined in the system |
Business job title PRIMARYBUSINESS_JOBTITLE |
Field for primary business Enter the job title for the individual’s employment information. |
Never Constituent type: “Individual” Business name entered or Business: selected |
Text (100 characters) |
Business LOT PRIMARYBUSINESS_ADDRESS_LOT |
Field for primary business Enter the Line of Travel (LOT) for the address. LOT is the direction the mail carrier takes along a CART. LOT information is required for standard mailings to receive the Basic Enhanced Carrier Route rate. If you validate the address in the program, the LOT received from the address validation service automatically appears. If you select a business from Business, this field will display the LOT for the business’ primary address. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Text (5 characters) |
Business name PRIMARYBUSINESS_KEYNAME |
Field for primary business Enter the name of the business, exactly as it should appear throughout the program. If you select a business from Business, the field displays the name of the business. |
Never Constituent type: “Individual” Business: none selected |
Text (100 characters) |
Business no. of employees PRIMARYBUSINESS_NUMEMPLOYEES |
Field for primary business Enter the number of people employed at the business. If you select a business from Business, this field displays the number of employees for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Integer |
Business no. of subsidiary orgs PRIMARYBUSINESS_NUMSUBSIDIARIES |
Field for primary business If the business is the parent of another organization, enter the number of companies the business owns and controls. If you select a business from Business, this field displays the number of subsidiaries for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Integer |
Business parent org PRIMARYBUSINESS_PARENTCORPID |
Field for primary business If the business is the subsidiary of another organization, you can select the organization that owns and controls the new business. If you select a business from Business, this field displays the parent organization for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Businesses defined in the system |
Business phone number PRIMARYBUSINESS_PHONE_NUMBER |
Field for primary business Enter the primary phone number for the business. If phone formatting is enabled, the program applies the phone format associated with the selected country. If phone formatting is disabled, you can manually enter the phone number as it should appear. If you select a business from Business, this field displays the phone number for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Text (100 characters) |
Business phone type PRIMARYBUSINESS_PHONE_PHONETYPECODEID |
Field for primary business Select the type of phone number to use as the primary contact for the organization, such as “Business.” When you add a new constituent, you can add only the primary phone number information. On the constituent record, you can add additional phone numbers on the Contact tab. If you select a business from Business, this field displays the phone type for the business’ phone number. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Phone types defined in the system |
Business reciprocal type PRIMARYBUSINESS_RECIPROCALTYPECODEIDSIMPLELIST |
Field for primary business Enter the Business reciprocal type, such as “Employee.” If you enter “Employee” in Business reciprocal type, then “Employer” may be appropriate for Business relationship type. Business reciprocal type is the corresponding relationship to Business relationship type. For example, “Employee” can correspond to “Employer.” |
Conditionally If Constituent type is “Individual” and either Business or Business name are selected. Constituent type: “Individual” Business Relationship type: selected Gender: selected |
Reciprocal types defined in the system |
Business relationship type PRIMARYBUSINESS_RELATIONSHIPTYPECODEIDSIMPLELIST |
Field for primary business Enter the Business relationship type, such as “Employer.” If you enter “Employer” in Business relationship type, then “Employee” may be appropriate for Business reciprocal type. Business reciprocal type is the corresponding relationship to Business relationship type. For example, “Employee” can correspond to “Employer.” |
Conditionally If Constituent type is “Individual” and either Business or Business name are selected. Constituent type: “Individual” Business Reciprocal type: selected Gender: selected |
Relationship types defined in the system |
Business state PRIMARYBUSINESS_ADDRESS_STATEID |
Field for primary business Enter the state for the business’ primary address. If you select a business from Business, this field displays the state for the business’ address. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
States defined in the system |
Business web site address PRIMARYBUSINESS_WEBADDRESS |
Field for primary business Enter the address to the business’ corporate website. On the constituent record, the address entered appears as a link to the organization’s website. If you select a business from Business, this field displays the web site for the business. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
A valid web address |
Business ZIP PRIMARYBUSINESS_ADDRESS_POSTCODE |
Field for primary business Enter the Zip code for the business’ primary address. If you select a business from Business, this field displays the ZIP for the business’ address. But you can not change the field in that case. |
Never Constituent type: “Individual” Business name: new entry Business: none selected |
Text (12 characters) |
CART ADDRESS_CART |
Address field Enter the Carrier Route (CART) for the address. CART refers to the addresses served by the postal carrier and the route used to deliver the mail. The CART can include the city, rural, and highway contract routes. To ease the delivery of mail and receive a postal discount, you can add CART information to addresses in your mailings. If you validate the address in the program, the CART received from the address validation service automatically appears. |
Never |
Text (10 characters) |
Certification data ADDRESS_CERTIFICATIONDATA |
Address field This field stores certification information associated with the address validation process. This field is populated during the address validation process. |
Never |
Integer |
City ADDRESS_CITY |
Address field Enter the city for the constituent’s address. |
Never |
Text (50 characters) |
Class of EDUCATIONALHISTORY_CLASSOF |
Educational history field Enter the class year for the constituent. |
Never |
Year |
Comments EDUCATIONALHISTORY_COMMENT |
Educational history field Enter educational history comments. |
Never |
Text (500 characters) |
Congressional district ADDRESS_CONGRESSIONALDISTRICTCODEID |
Select the congressional district for the address. If you validate the address in the program, the district received from the address validation service automatically appears. |
Never |
Congressional districts defined in the system |
Constituencies CONSTITUENCY |
When you select this field, a connected grid appears. Enter constituencies already defined in the program, such as “Board Member” or “Staff.” You can also enter constituencies defined by your organization, such as “Friend” or “Trustee.” You can enter the dates when the constituency is valid. Constituency appears in the connected grid for Constituencies. Select the constituency. Start date appears in the connected grid for Constituencies. Enter the start date for the constituency. End date appears in the connected grid for Constituencies. Enter the end date for the constituency. |
Never Constituency: Conditionally as part of Constituencies Start date and End date: Never |
Select from a connected grid |
Constituent information source ADDRESS_INFOSOURCECODEID |
Select the information source for the contact information, such as “Family member.” Sources are used to help you track additional information about the reasons contact information is added or changed. The information source appears next to the new or updated contact information on the Contact tab of the constituent. |
Never |
Information sources defined in the system |
Constituent security attribute CONSTIT_SECURITY_ATTRIBUTEID |
Depending upon your settings, when you select this field, a connected grid appears. Select the constituent security attributes that apply. |
Never |
Constituent security attributes defined in the system |
Constituent site CONSTITUENT_SITEID |
Select the site you want to associate with the record. Records that can be associated with more than one site have a Site grid, instead of a Site field. |
Never |
Constituent sites defined in the system |
Constituent type ISORGANIZATION |
Enter the type of constituent to add. To add a person such as a donor or an employee as a constituent, enter “Individual.” To add a business or company that supports your mission as a constituent, enter “Organization.” To add a household that supports your mission as a constituent, enter “Household.” To add a group of constituents who donate together under one entity such as a giving circle, enter “Constituent group.” |
Always
|
Constituent Type table “Individual” “Organization” “Household” “Constituent group” |
Country ADDRESS_COUNTRYID |
Address field Enter the country for the constituent’s address, such as “United States.” |
Never |
Countries defined in the system Countries tab of Countries and States page |
County ADDRESS_COUNTYCODEID |
Address field Select the county for the constituent address. If you validate the address in the program, the county received from the address validation service automatically appears. |
Never |
Counties defined in the system |
Date graduated EDUCATIONALHISTORY_DATEGRADUATED |
Educational history field Select the date the constituent graduated from the program. |
Never Educational history: selected or entered Educational institution selected or Educational institution name (when included) entered Status: “Graduated” |
A "fuzzy" date |
Date left EDUCATIONALHISTORY_DATELEFT |
Educational history field Enter the date the constituent left the program. |
Never Educational history: selected or entered Educational institution selected or Educational institution name (when included) entered |
A "fuzzy" date |
Deceased date DECEASEDDATE |
Deceased field If the individual is deceased, enter the date. |
Never Constituent type: “Individual” Is deceased: selected |
A "fuzzy" date |
Do not mail reason ADDRESS_DONOTMAILREASONCODEID |
Address field If you select Do not send mail to this address, select why the constituent requests to not receive mail at the address. |
Never |
Do not mail reasons defined in the system |
Do not send mail to this address ADDRESS_DONOTMAIL |
Address field If the constituent requests that you not send mail to the address, select this checkbox. |
Never |
Selected or not selected |
DPC ADDRESS_DPC |
Address field Enter the Delivery Point Code (DPC) for the address. DPC is a POSTNET barcode that contains a ZIP+4 barcode plus two additional digits (or 10 additional bars) to designate a specific delivery point. The barcode consists of 62 bars total, with beginning and ending frame bars and five bars each for the nine digits of the ZIP+4, the last two digits of the primary street address or post office box, and a correction digit. If you receive a three-digit DPC from your vendor, enter only the first two digits. The first two digits of the DPC are the last two digits of the street address number. If you validate the address in the program, the DPC received from the address validation service automatically appears. |
Never |
Text (8 characters) |
Educational additional information UNAFFILIATEDADDITIONALINFORMATION |
Educational history field Enter additional information about the program, such as its college or school, department, or degree type at the educational institution. |
Never Educational institution: selected and unaffiliated Constituent type: “Individual” |
Select from a connected grid |
Educational date from EDUCATIONALHISTORY_STARTDATE |
Educational history field Enter the date from which the educational history starts. |
Never Educational institution: selected Constituent type: “Individual” |
A "fuzzy" date |
Educational degree EDUCATIONALHISTORY_EDUCATIONALDEGREECODEID |
Educational history field Enter the degree for the educational history. |
Never Educational institution: selected and unaffiliated Constituent type: “Individual” |
Educational degrees defined in the system |
Educational institution EDUCATIONALHISTORY_EDUCATIONALINSTITUTIONID |
Educational history field Enter the institution for the educational history. |
Never Constituent type: “Individual” |
Educational institutions defined in the system |
Educational is primary EDUCATIONALHISTORY_ISPRIMARYRECORD |
Educational history field To indicate that this is the primary educational history, select this. |
Never Educational institution: selected Constituent type: “Individual” |
Selected or not selected |
Educational program EDUCATIONALHISTORY_EDUCATIONALPROGRAMCODEID |
Educational history field Enter the program for the educational history. |
Never Educational institution: selected Constituent type: “Individual” |
Educational programs defined in the system |
Educational status EDUCATIONALHISTORY_CONSTITUENCYSTATUSCODE |
Educational history field Select the educational status of the constituent with the institution, such as “Currently attending” or “Graduated.” If you are an educational institution with an affiliation with the selected institution, the selected status determines the educational constituency of the constituent. If you select “Currently attending,” the program assigns a constituency of “Student.” If you select “Graduated,” the program assigns a constituency of “Alumnus.” If you select “Unknown” or “Incomplete,” the program does not assign an educational constituency. |
Never Educational institution: selected Constituent type: “Individual” |
TinyInt Educational statuses defined in the system |
Email address EMAILADDRESS_EMAILADDRESS |
Email address field Enter the email address for the constituent. |
Never |
A valid email address |
Email type EMAILADDRESS_EMAILADDRESSTYPECODEID |
Email address field Select the type of email address for the constituent, such as “Business” or “Home.” |
Never |
Email types defined in the system |
Ethnicity ETHNICITYCODEID |
Demographic field Select the ethnicity for the constituent. |
Never
|
Ethnicities defined in the system |
First name FIRSTNAME |
Field for Individual Enter the first name of the individual constituent exactly as it should appear throughout your database such as on pages and reports. |
Never Constituent type: “Individual” |
Text (50 characters) |
Gender GENDERCODE |
Field for Individual Select whether the individual is a male or female. If you are unsure of the individual’s gender, select “Unknown.” |
Never Constituent type: “Individual” |
TinyInt |
Group description GROUPDESCRIPTION |
Field for Group/household Enter a description to help identify the group. |
Never Constituent type: “Constituent group” or “Household” |
Text (300 characters) |
Group members GROUPMEMBERS |
Field for Group/household When you select this field, a connected grid appears. Select the constituents who are members of the group. For one of the constituents, select Is primary contact. |
Never Constituent type: “Constituent group” or “Household” |
Select from a connected grid |
Group start date GROUPSTARTDATE |
Field for Group Enter the start date for the group. |
Never Constituent type: “Constituent group” |
Date |
Group type GROUPTYPEID |
Field for Group Select the type of the group, such as “Giving circle” or “Family foundation.” Your organization determines the available group types. |
Conditionally If Constituent type is “Constituent group” Constituent type: “Constituent group” |
Group types defined in the system |
Honor awarded EDUCATIONALHISTORY_EDUCATIONALAWARDCODEID |
Educational history field Select whether the institution awarded the constituent with the selected degree. If you are unsure, leave this field blank. |
Never Educational institution: selected and unaffiliated Constituent type: “Individual” |
Honors defined in the system |
Income INCOMECODEID |
Demographic field Select the income for the constituent. |
Never |
Incomes defined in the system |
Industry INDUSTRYCODEID |
Field for Organization Select the organization’s type of industry such as “Health care” or “Education.” |
Never Constituent type: “Organization” |
Industries defined in the system |
Information source EDUCATIONALHISTORY_EDUCATIONALSOURCECODEID |
Educational history field Select the source for the educational history information. |
Educational institution: selected and unaffiliated Constituent type: “Individual” |
Information sources defined in the system |
Interests INTEREST |
Select the type of interest the constituent has, such as “Golf,” “Volunteering,” or “Wine tasting.” Interests can include hobbies, travel, technology, and specific issues. |
Never Constituent type: “Individual” |
Select from a connected grid |
Is deceased ISDECEASED |
Deceased field If the individual is deceased, select this checkbox. |
Never Constituent type: “Individual” |
Selected or not selected |
Is primary org ISPRIMARYORGANIZATION |
Field for Organization If the location entered is the main headquarters or office of operation for the organization, select this checkbox. When you search for an organization, you can select to include only primary organizations in the search results. |
Never Constituent type: “Organization” |
Selected or not selected |
Last validation attempt date ADDRESS_LASTVALIDATIONATTEMPTDATE |
Address field This field stores the date of the last validation attempt. This field is populated during the address validation process. |
Never |
Date |
Last/org/group/household name KEYNAME |
For an individual constituent, enter the last name of the individual. For a group constituent, enter the name of the group. For a household constituent, enter the name of the household. For an organization constituent, enter the name of the organization. |
Always
|
Text (100 characters) |
Level EDUCATIONALHISTORY_LEVELCODEID |
Educational history field If you select a status of “Currently attending” from Educational status, select the level that the constituent most recently achieved in the program. |
Never Educational status: “Currently attending” |
Levels defined in the system |
Local precinct ADDRESS_LOCALPRECINCTCODEID |
Address field Select the local precinct for the address. If you validate the address in the program, the precinct received from the address validation service automatically appears. |
Never |
Local precincts defined in the system |
Lookup ID CUSTOMIDENTIFIER |
Enter the Lookup ID for the constituent when you add a record. This primary lookup ID appears in the Lookup ID field on the constituent record. Rather than edit the primary lookup ID, you can also assign alternate lookup IDs for the constituent. |
Never |
Text (100 characters) |
LOT ADDRESS_LOT |
Address field Enter the Line of Travel (LOT) for the address. LOT is the direction the mail carrier takes along a CART. LOT information is required for standard mailings to receive the Basic Enhanced Carrier Route rate. If you validate the address in the program, the LOT received from the address validation service automatically appears. |
Never |
Text (5 characters) |
Maiden name MAIDENNAME |
Field for Individual Enter a maiden name for the individual as necessary. On the constituent record, the maiden name entered appears as an alias on the Names tab. When you search for individual constituents, you can select to include maiden names in the search criteria. |
Never Constituent type: “Individual” |
Text (100 characters) |
Middle name MIDDLENAME |
Field for Individual Enter the middle name of the individual constituent exactly as it should appear throughout your database such as on pages and reports. |
Never Constituent type: “Individual” |
Text (50 characters) |
Nickname NICKNAME |
Field for Individual Enter a nickname for the individual as necessary. When you search for individual constituents, you can select to include nicknames in the search criteria. |
Never Constituent type: “Individual” |
Text (50 characters) |
No. of employees NUMEMPLOYEES |
Field for Organization Enter the number of people employed at the organization. |
Never Constituent type: “Organization” |
Integer |
No. of subsidiary orgs NUMSUBSIDIARIES |
Field for Organization If the organization is the parent of another organization, enter the number of companies the organization owns and controls. |
Never Constituent type: “Organization” |
Integer |
Omit from validation ADDRESS_OMITFROMVALIDATION |
With Data Tune-Up, you can run an address validation process to verify addresses entered in the database exist. When you run the address validation process, the program automatically updates missing or incomplete address information, standardizes street addresses, and updates the Coding Accuracy Support System (CASS) certified information. To exclude the address entered when your organization runs the address validation process, select this checkbox. |
Never |
Selected or not selected |
Parent org PARENTCORPID |
Field for Organization If the organization is the subsidiary of another organization, you can select the organization that owns and controls the new organization. |
Never Constituent type: “Organization” |
Organizations defined in the system |
Phones PHONES |
When you select this field, a connected grid for phones appears Phone type, Phone number, Primary, Call after, Call before, and Start date appear in the connected grid for Phones. Select the type of phone number for the constituent, such as “Cell Phone” or “Home.” Enter the phone number for the constituent. To designate the number as the constituent’s primary phone number for communications, select Primary. By default, the first phone number you enter for a constituent is the primary number. You can enter only one primary phone number for a constituent. Under Phone numbers on the Contact tab, the primary number appears first. |
Never Phone type, Call after, Call before, Start date: Never Phone number, Primary: Conditionally as part of Phones You can only select Phone primary for one of the numbers in the collection. |
Select from a connected grid |
Preferred class of EDUCATIONALHISTORY_PREFERREDCLASSYEAR |
Educational history field If the constituent identifies with a class year other than the actual class year, enter the preferred class year of the constituent. |
Never Educational institution: selected and unaffiliated Constituent type: “Individual” |
Year |
Reason EDUCATIONALHISTORY_REASONCODEID |
Educational history field Select the reason for the unknown status. |
Never Educational status: “Unknown” |
Reasons defined in the system |
Region ADDRESS_REGIONCODEID |
Address field Select the region for the address, such as “North” or “Southeast.” |
Never |
Regions defined in the system |
Religion RELIGIONCODEID |
Demographic field Select the religion for the constituent. |
Never |
Religions defined in the system |
Salutation name format PRIMARYSALUTATION_NAMEFORMATFUNCTIONID |
Field for Primary name formats Enter the name as it should appear in a salutation. |
Never Constituent type: “Individual” |
Salutation name formats defined in the system |
Salutation type PRIMARYSALUTATION_NAMEFORMATTYPECODEID |
Field for Primary name formats Select the type of name format to add such as “Informal Salutation.” |
Never Constituent type: “Individual” |
Salutation types defined in the system |
Seasonal end date ADDRESS_ENDDATE |
Address field For a seasonal address, select the start date for the time period when the constituent uses the address. |
Never |
Month and day |
Seasonal start date ADDRESS_STARTDATE |
Address field For a seasonal address, select the end date for the time period when the constituent uses the address. |
Never |
Month and day |
Source date EDUCATIONALHISTORY_EDUCATIONALSOURCEDATE |
Educational history field Select the date that you received the educational history information. |
Never Educational institution: selected |
A "fuzzy" date |
Spouse SPOUSEID |
Spouse field If the individual has a spouse, select that individual. |
Never Constituent type: “Individual” |
Individuals defined in the system |
Spouse birth date SPOUSE_BIRTHDATE |
Spouse field Enter the individual’s date of birth, such as 10/10/1941. If you are unsure of the exact birth date, you can enter a “fuzzy” date, such as the month and year or the year only. If you select a spouse from Spouse, this field displays the spouse’s birth date. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
A "fuzzy" date |
Spouse copy address SPOUSE_COPY_ADDRESS |
Spouse field Select whether to copy the spouse’s address from the constituent. If you select a spouse from Spouse, this field displays the setting for that spouse. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Selected or not selected |
Spouse copy email address SPOUSE_COPY_EMAILADDRESS |
Spouse field Select whether to copy the spouse’s email address from the constituent. If you select a spouse from Spouse, this field displays the setting for that spouse. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Selected or not selected |
Spouse copy phone number SPOUSE_COPY_PHONENUMBER |
Spouse field Select whether to copy the spouse’s phone number from the constituent. If you select a spouse from Spouse, this field displays the setting for that spouse. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Selected or not selected |
Spouse email address SPOUSE_EMAILADDRESS_EMAILADDRESS |
Spouse field Enter the email address for the spouse. If you select a spouse from Spouse, this field displays the spouse’s email address. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
A valid email address |
Spouse email address type SPOUSE_EMAILADDRESS_EMAILADDRESSTYPECODEID |
Spouse field Select the type of email address for the spouse, such as “Business” or “Home.” If you select a spouse from Spouse, this field displays the spouse’s email address type. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Email address types defined in the system |
Spouse first name SPOUSE_FIRSTNAME |
Spouse field Enter the first name of the spouse exactly as it should appear throughout your database such as on pages and reports. If you select a spouse from Spouse, this field displays the spouse’s first name. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Text (50 characters) |
Spouse gender SPOUSE_GENDERCODE |
Spouse field Select whether the spouse is a male or female. If you are unsure of the spouse’s gender, select “Unknown.” If you select a spouse from Spouse, this field displays the spouse’s gender. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
TinyInt |
Spouse last name SPOUSE_KEYNAME |
Spouse field To add a new spouse, enter the last name of the spouse exactly as it should appear throughout your database, such as on pages and reports. If you select a spouse from Spouse, this field displays the spouse’s last name. |
Never Constituent type: “Individual” Spouse: none selected |
Text (100 characters) |
Spouse maiden name SPOUSE_MAIDENNAME |
Spouse field Enter a maiden name for the spouse as necessary. On the constituent record, the maiden name entered appears as an alias on the Names tab. When you search for individual constituents, you can select to include maiden names in the search criteria. If you select a spouse from Spouse, this field displays the spouse’s maiden name. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Text (100 characters) |
Spouse middle name SPOUSE_MIDDLENAME |
Spouse field Enter the middle name of the spouse exactly as it should appear throughout your database such as on pages and reports. If you select a spouse from Spouse, this field displays the spouse’s middle name. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Text (50 characters) |
Spouse nickname SPOUSE_NICKNAME |
Spouse field Enter a nickname for the spouse as necessary. When you search for individual constituents, you can select to include nicknames in the search criteria. If you select a spouse from Spouse, this field displays the spouse’s nickname. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Text (50 characters) |
Spouse reciprocal type SPOUSE_RECIPROCALTYPECODEIDSIMPLELIST |
Spouse field Enter the Spouse reciprocal type, such as “Wife” and Spouse relationship type, such as “Husband.” Spouse reciprocal type is the corresponding relationship to Spouse relationship type. For example, “Husband” can correspond to “Wife.” |
Conditionally If Spouse or Spouse last name is selected Constituent type: “Individual” Spouse relationship type: selected |
Reciprocal types defined in the system |
Spouse relationship type SPOUSE_RELATIONSHIPTYPECODEIDSIMPLELIST |
Spouse field Enter the Spouse relationship type, such as “Husband.” and Spouse reciprocal type, such as “Wife.” Spouse reciprocal type is the corresponding relationship to Spouse relationship type. For example, “Husband” can correspond to “Wife.” |
Conditionally If Spouse or Spouse last name is selected Constituent type: “Individual” Gender: selected, “Unknown” by default |
Relationship types defined in the system |
Spouse suffix SPOUSE_SUFFIXCODEID |
Spouse field Select a suffix for the spouse such as “Sr.” or “M.D.” You can select a second suffix if necessary, such as “III Esq.” If you select a spouse from Spouse, this field displays the suffix for the spouse’s name. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Suffixes defined in the system |
Spouse suffix 2 SPOUSE_SUFFIX2CODEID |
Spouse field You can select a second suffix if necessary, such as “III Esq.” If you select a spouse from Spouse, this field displays the second suffix for the spouse’s name. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Suffixes defined in the system |
Spouse title SPOUSE_TITLECODEID |
Spouse field Select a title for the spouse such as “Mr.,” “Mrs.,” or “Ms.” You can select a second title if necessary, such as “Reverend Dr.” If you select a spouse from Spouse, this field displays the spouse’s title. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Titles defined in the system |
Spouse title 2 SPOUSE_TITLE2CODEID |
Spouse field You can select a second title if necessary, such as “Reverend Dr.” If you select a spouse from Spouse, this field displays the spouse’s second title. |
Never Constituent type: “Individual” Spouse last name: entered Spouse: none selected |
Titles defined in the system |
State ADDRESS_STATEID |
Address field Enter the state for the constituent’s address. |
Never |
State defined in the system State list for the selected country Exception message: Constituent’s ‘State’ is not valid for its ‘Country’. |
State House district ADDRESS_STATEHOUSEDISTRICTCODEID |
Address field Select the state House district for the address. If you validate the address in the program, the district received from the address validation service automatically appears. |
Never |
State House districts defined in the system |
State Senate district ADDRESS_STATESENATEDISTRICTCODEID |
Address field Select the state Senate district for the address. If you validate the address in the program, the district received from the address validation service automatically appears. |
Never |
State Senate districts defined in the system |
Suffix SUFFIXCODEID |
Field for Individual Select a suffix for the individual such as “Sr.” or “M.D.” You can select a second suffix if necessary, such as “III Esq.” |
Never Constituent type: “Individual” |
Suffixes defined in the system |
Suffix 2 SUFFIX2CODEID |
Field for Individual You can select a second suffix if necessary, such as “III Esq.” |
Never Constituent type: “Individual” |
Suffixes defined in the system |
Target TARGETCODEID |
Demographic field |
Never |
Targets defined in the system |
Title TITLECODEID |
Field for Individual Select a title for the individual such as “Mr.,” “Mrs.,” or “Ms.” You can select a second title if necessary, such as “Reverend Dr.” |
Never Constituent type: “Individual” |
Titles defined in the system |
Title 2 TITLE2CODEID |
Field for Individual You can select a second title if necessary, such as “Reverend Dr.” |
Never Constituent type: “Individual” |
Titles defined in the system |
Use primary member contact info PRIMARYMEMBER_COPYCONTACTINFO |
Field for Group/household To use the information for the primary member of the group as the contact information, select this checkbox. |
Never Constituent type: “Constituent group” or “Household” |
Selected or not selected |
Validation message ADDRESS_VALIDATIONMESSAGE |
Address field This field stores the message associated with the last validation attempt. This field is populated during the address validation process. |
Never |
Text (200 characters) |
Web site address WEBADDRESS |
Enter the constituent’s website address. |
Never |
A valid web address |
ZIP ADDRESS_POSTCODE |
Address field Enter the Zip code or the constituent’s address. |
Never |
Text (12 characters) |