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
DonorSearch Basics
Create Constituents
Enter Spouse Data
How is engagement level calculated and what does it tell me?
Tributes
About Relationships and Households
Review and Merge Duplicate Constituents
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 Pictures
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 Profile Pictures - V
Add and Manage Attachments
About the Constituent Timeline
About Constituents
About the Summary Page
About Giving Levels
What do I do if a constituent passes away, and how do I mark a constituent as deceased?