Constituents are people or organizations with a relationship to your organization. Constituents can be donors, prospects, volunteers, staff members, businesses, and more.
Create an account for each constituent to track their engagement with your organization. This article explains what appears on each constituent account.
Individual and Organization Constituents
You can create two types of constituents:
Individual — A person
Organization — A business, company, foundation, or any other entity. Organization accounts include the name of the organization and its primary contact.
Tip: Run a report to see a list of all constituents.
Constituent Accounts
Constituent accounts have a header and these tabs:
Header
Individual and organization constituent accounts have a header that shows a profile picture (if you added one), donor status, constituent's name, constituent's household if applicable, and the primary contact information.
Profile Picture — Click the profile picture to add or edit the image.
Status/Type — If a constituent has been marked inactive or deceased, the status appears by the profile picture.
Household — Click the household name to go to the household account summary page.
Primary Contact Information — Click the email address link to open your email application in a new tab. Click the address link to open a map with the address location in a new tab.
You can click the down arrow to add a new donation, pledge, membership, interaction, task, note, or relationship.
Summary
The Summary tab shows you key information about a constituent:
Giving Summary — Includes a chart that shows yearly donation totals over time. After the chart, view a list of transaction metrics: Lifetime, First Transaction, Largest Transaction, Average, and Latest Transaction. To view only certain types of transactions, click Revenue, Raised, Soft Credit, or any combination of those.
Recent Timeline Activity — Shows the ten most recent entries on the constituent's timeline.
Engagement Level — An overall measurement of a constituent's current level of engagement with your organization.
Generosity — Shows the overall DonorSearch rating for this constituent.
Relationships — Shows the constituent's links to other constituents.
Profile
The Profile tab includes the constituent's:
Name
Contact information (address, email, and phone)
Demographic
Communication preferences
Groups
Memberships (if you have the membership management add-on)
Giving statements
Custom field data
Timeline
The Timeline tab shows a a list of all transactions, interactions, tasks, and notes for the constituent in either a timeline or list view. Click a transaction, interaction, task, or note to open it.
Relationships
The Relationships tab is where you:
View and manage the Relationship Manager for this constituent.
Add this constituent to a new or existing household.
Add and manage relationships to other constituents.