Summary
On the record of an individual or organization, such as a constituent or a related person or business, you can view important details, such as how to address them in communications, any demographic and primary employment information, and their constituent ID.
Name formats
Under Name formats, you can view the addressees and salutations used to define how the constituent's name appears in communications.
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Addressee determines how the name appears when with a mailing address, such as in an address block or on envelopes or mailing labels.
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Salutation determines how the name appears as a greeting in a letter or email message.
For more information, see Name Formats.
Personal and organization information
To help identify and provide an understanding of who your constituents are, you can manage their IDs, demographics, and biographical information under Personal info or Organization info. For more information, see Personal or Organization Information.
Primary employment
If a constituent's primary relationship with a business is through employment, the organization's name and the individual's position there appear under Primary employment.
Tip: In the database view, you can manage a constituent's primary employment relationship from the Bio 1 tab of the constituent record. When you select Business to enter this information in the database view, select Primary business information to indicate a primary employment relationship.
User account
If a constituent has user access, you can see the account associated with their record under User account. For more information, see User Account.
Constituent properties
Constituent properties are details that help you track changes to constituent records. They include IDs and audit trail information, such as who created or edited a record (and when). To view them, select View constituent properties.