Constituents
Constituents are people or organizations with a relationship to your organization. Track your constituents' engagement wtih your organization.
34 articles
- Add Social Media Info to Constituents
- Attachment Basics
- How do I search for a constituent?
- How should I add email addresses when I do not have a name for the constituent?
- How do I add a title or suffix to the list of options?
- What are the available suffixes in Bloomerang CRM?
- What are the available titles in Bloomerang CRM?
- What does Primary mean on email, address, and phone? How do I change the Primary email, address, or phone?
- Website Visits
- Create ConstituentsAdd constituents in Bloomerang CRM
- Enter Spouse Data
- How is engagement level calculated and what does it tell me?
- Create TributesBloomerang CRM
- About Relationships and HouseholdsFind best practices and frequently asked questions for managing relationships and households in Bloomerang CRM
- Review and Merge Duplicate ConstituentsBloomerang CRM
- Edit, Merge, and Delete Constituents
- Change the Constituent Type to Individual or Organization
- Add, Edit, and Delete Notes
- How Can Constituents Update Their Own Email Address?
- Add and Manage Profile PicturesAdd and manage profile pictures in Bloomerang CRM to help you recognize constituents when meeting them in person.
- What do I do when an organization has multiple primary contact people?
- How do I deactivate a constituent’s profile and what does that mean?
- How are the name fields auto-populated?
- Enter Multiple Contacts for Organizations
- Enter International Addresses and Phone Numbers
- Do inactive constituents count towards our account license limit?
- Add and Manage Attachments
- About the Constituent Timeline
- About Constituents
- About the Constituent SummaryBloomerang CRM
- About Giving Levels
- What do I do if a constituent passes away, and how do I mark a constituent as deceased?Update records for deceased individuals following industry best practices
- About the Generosity ScoreBloomerang CRM
- Redesigned Constituent Profiles: What’s New