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)