Add a Constituent Record

Constituents are individuals and organizations that support your mission—donors, volunteers, prospects, staff, and more. To build and maintain strong relationships, it's recommended to add all supporters as constituents, regardless of their specific affiliation.

Raiser's Edge NXT enables you to view, manage, and engage with constituents through detailed records and customizable lists. Whether you're adding an individual or an organization, you can capture key details such as contact information, affiliations, and communication preferences. This foundational step helps streamline outreach, track engagement, and plan fundraising strategies effectively.

Tip: Are you looking to add a relationship, such as a spouse, to a constituent record? See Add a Relationship to a Constituent Record for more info.

Add a new individual constituent

1. From the Home page, select New, Constituent, Individual.

2. Under Add individual, provide biographical information, such as the individual’s name and birth date.

3. Enter the contact information you have for the constituent, including the address, phone number, and email address.

4. To save online presence information, such as the individual’s website or Facebook account, select Add account under Online presence.

5. To select how the individual is affiliated with your organization, select Add a constituent code under Constituent codes. For more information, see Constituent Codes.

6. Choose how the individual’s name should appear in mail and email interactions.

   • In the Addressee field, choose the name format to use with a mailing address, such as on envelopes or mailing labels.

   • In the Salutation field, choose the name format to use as a greeting.

     Note: The preview of formats that appears when you select the Addressee and Salutation fields includes indicators for conditional ↵* and hard line break ↵ options.

7. To define a new format specific to this individual, select Custom and enter the addressee or salutation to use. For more information, see Name Formats.

8. If Possible duplicates found appears, select it and review the list. To use an existing record rather than add a new one, select the individual’s name. For more information, see Duplicate Constituent Records.

9. Select Save.

Add a new organization constituent

1. From Home, select New, Constituent, Organization.

2. In the Name field, enter the organization’s name.

3. Enter the contact information you have for the constituent, including the address, phone number, and email address.

4. To save online presence information, such as the organization’s website or Facebook account, select Add account under Online presence.

5. To select how the organization is affiliated with yours, select Add a constituent code under Constituent codes. For more information, see Constituent Codes.

6. If Possible duplicates found appears, select it and review the list. To use an existing record rather than add a new one, select the organization's name. For more information, see Duplicate Constituent Records.

7. Select Save.

Permissions to add records

Don’t see the option to add constituent records? Contact your admin for rights to make this type of change.

Admins! To manage who can use this feature, assign record security privileges in the database view from Admin, Security.