Personal or Organization Information

In the Constituent ID field, you can view the identification number of the constituent's record in the database. Use this to help ensure you have the right person or organization, such as for people with the same name, subsidiary businesses, or members of a franchise.

Tip: From Configuration in the database view, your organization can choose whether to generate sequential numeric constituent IDs. To automatically assign IDs when you add constituents, select Generate IDs under Business Rules and then select Constituent IDs.

In the Gender field, you can view how a person defines their gender, such as male, female, or non-binary. Understanding an individual's gender, or how they identify themselves, can help foster comfortable and positive interactions. For suggestions on how to engage donors based on gender, see Demographics Best Practices.

Note: You can manage available options in Tables. For more information, see Tables.

In the Birthplace field, you can view an individual’s place of birth.

In the Date of birth and Age fields, you can view an individual's date of birth and how old they are, based on that date. You can use this information to tailor your communication with constituents, such as to reach out to Millennials via social media or other online channels rather than direct mail. For suggestions on how to engage donors based on age, see Demographics Best Practices.

In the Target field, you can view the range of goal amounts to receive.

Note: You can manage available options in Tables. For more information, see Tables.

In the Income field, you can view the amount of yearly income an individual receives.

Note: You can manage available options in Tables. For more information, see Tables.

In the Parent corporation field, you can view the name of the company that has controlling interest of the organization.

In the Industry field, you can view the group of enterprises the organization belongs to, such as education or food and beverage.

Note: You can manage available options in Tables. For more information, see Tables.

In the Number of subsidiaries field, you can view the number of companies controlled by the organization.

In the Number of employees field, you can view the number of employees employed by the organization.

In the Ethnicity field, you can view the ethnic group the individual identifies with.

In the Religion field, you can view an individual’s religious affiliation.

Note: You can manage available options in Tables. For more information, see Tables.

For an individual who passed away, you can view the date saved when you marked them as deceased — such as when they passed — in the Deceased field. For more information, see Deceased Individuals.