After you add a constituent, constituent group, or constituent household to the database, the program automatically creates a record of the constituent. From the record, you can manage information about the constituent, such as contact information, relationships, documentation, and name formats. You can make a constituent inactive and view additional detail information about the constituent. To access the record of a constituent, search the database for the constituent. For information about Constituent Search, see Constituent Search.
At the top of the record, profile information about the constituent appears in a series of summary tiles. For each constituent type, each user can select which tiles should appear. There is no limit to the number of tiles that can appear. To temporarily minimize all of the tiles on a record, click Show less. To expand all the tiles, click Show more.
Above the summary tiles, the record type, Lookup ID, deceased status, inactive status, and any active constituencies are always visible. For information about the items that appear on a record for a specific type of constituent, see Individual Constituent Record, Organization Constituent Record, Constituent Group Record, or Constituent Household Record.
Each application user can configure which tiles are visible for each record type. You can also rearrange tiles to customize the view. To add or remove tiles from the view, click Customize summary. The Customize summary tiles screen appears. For information about how to customize summary tiles, see Customize summary tiles for a constituent record type.
From the record, you can view and manage additional information about the constituent. To help you navigate through this information, the constituent record also contains multiple tabs. Tiles and tabs are linked. When you click a link on a tile, the related tab opens. When you add or edit constituent information in a tile or tab, the related tabs and tiles are automatically updated.
Customize summary tiles for a constituent record type
Edit the Primary Lookup ID for a Constituent
Write a Letter to a Constituent