Constituent Codes

Constituent codes define the high-level affiliations constituents have with your organization— such as Board member, Vendor, or Volunteer. These affiliations help you to understand why constituents are in your database and provide context for engagement and giving.

A constituent may have multiple constituent codes. For example, someone may volunteer and serve on your board. We recommend you track constituent codes for every constituents.

Tip: To add constituent codes to choose from, select Settings, Tables. From the Constituent Codes table, add new entries and edit existing ones.

View Constituent Codes for a Constituent or Gift

From a constituent record, you can view up to three constituent codes under Constituent codesin the order they were added to the record. To view additional codes, select and # more.

You can view constituent codes on a gift under Gift and marketing codes.

Note: Constituent codes may be used to secure constituent records. For information, see Record Security.