Constituents

Constituents are the people and businesses that support your organization and mission, including donors, volunteers, prospects, and staff. We recommend you add all your supporters as constituents, regardless of their affiliation with your organization. To help foster relationships, you can view and manage constituents from their records or lists.

Throughout Raiser's Edge NXT, you can manage lists of constituents, such as to define recipients for a communication or analyze those who share characteristics. As you work with a list, you can select which constituents and information to view and quickly assign actions, opportunities, and fundraisers as necessary.

Tip: In Fundraising, Work, Portfolio, you can view and manage only the constituents you work with as a fundraiser. If you can access others' work centers as a fundraising manager or other supervisor, select Change fundraiser to choose whose portfolio to view. To view everyone's portfolios, choose All fundraisers. For more information, see Work Center.

  • For information about how to select who — and what information — to view, see Lists.

  • To choose which constituents to include, select Choose filters . For more information, see List Filters.

  • For information about how to add notes or actions as you cultivate a relationship, see Notes or Actions.

  • For information about how to add opportunities to plan how you cultivate a relationship, see Opportunities.

  • For information about how to assign a constituent to a fundraiser, see Fundraiser Assignments.

Tip: If you use ResearchPoint, include the ResearchPoint ratings column in a list of constituents to view their wealth capacity. For more information, see ResearchPoint Ratings.

To locate constituents on a map, such as to identify nearby donors or plan meetings with prospects, select Map from a constituent list in Lists. Powered by Microsoft Bing, the map displays the locations of constituents — as pins — based on their primary addresses. For more information, see Constituent Map.

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

  1. From Home, select Add constituent, Individual .

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

  3. To save an address, select Add address under Address. For more information, see Addresses.

  4. To save a phone number, select Add phone number under Phone. For more information, see Phone Numbers.

  5. To save an email address, select Add email address under Email. For more information, see Email Addresses.

  6. To save online presence information — such as the individual’s website or Facebook account — select Add account under Online presence. For more information, see Online Presence.

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

  8. 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.

    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.

  9. 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.

  10. Select Save.

    Tip: Don’t see this option? Contact your system 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.

  1. From Home, select Add constituent, Organization .

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

  3. To save an address, select Add address under Address. For more information, see Addresses.

  4. To save a phone number, select Add phone number under Phone. For more information, see Phone Numbers.

  5. To save an email address, select Add email address under Email. For more information, see Email Addresses.

  6. To save online presence information — such as their website or Facebook account — select Add account under Online presence. For more information, see Online Presence.

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

  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 organization's name. For more information, see Duplicate Constituent Records.

  9. Select Save.

    Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To view a constituent's record, select its name in a list or on a record. For more information, see Constituent Records.

Note: Hang tight! It may take at least 30 minutes for constituent information added or updated through the database view to appear in the web view.