Constituents
Constituents are people and organizations your nonprofit works with. They include volunteers, donors, and recipients. Constituent records let you track all your constituent info in one place.
You can create constituents and link them to NFP transactions, like pledges, grants, contributions, and merchandise sales. Constituent is a required field in these transactions. So, you’ll need to create or import initial constituent records during setup.
The constituent record is the standard customer record with a new name. Since constituents use the standard customer record, you might still see the portlet title as Customers, like on custom dashboards.
For information about data in this record, see Customers.
The Giving Statistics subtab in the Constituent record provides details of contributions made by the constituent.
To create a Constituent record:
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Go to Lists > Relationships > Constituents > New.
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For Type, choose Company or Individual.
The arrangement of the fields on the page changes depending on your selection.
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Complete the fields for the constituent as desired. Required fields are identified by a gold asterisk (*).
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When you have finished, click Save.
To update a Constituent record:
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Go to Lists > Relationships > Constituents.
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Locate the appropriate constituent record and click Edit.
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Change any fields as appropriate.
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Click Save.
To delete a Constituent record:
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Go to Lists > Relationships > Constituents.
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Locate the appropriate constituent record and click Edit.
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From the Actions list, select Delete.
The system displays a popup window asking if you are sure you want to delete the record.
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Click OK.
For information about importing constituent records, see Importing CSV Files with the Import Assistant, Guidelines for CSV Import Files, and Relationships Import Type.