Organization Constituent Record

When you add an organization to the database, the program automatically creates a record of the constituent. From the constituent record, you can view and manage information about the organization. You can add additional information about the organization, such as matching gift conditions and aliases. You can also mark a constituent as inactive. To access an organization constituent record, search the database for the organization. For information about Organization Search, see Organization Search.

At the top of the record, profile information about the organization appears in a series of summary tiles. To 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, inactive status, and any active constituencies are always visible.

Each application user can configure which tiles are visible for each record type. Additionally you can rearrange tiles to customize the view. To add or remove tiles from the view, click Customize summary. For information about how to customize summary tiles, see Customize summary tiles for a constituent record type.

From the constituent record, you can view and manage information about the organization. You can also view and manage the name formats and aliases to use with the organization. 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.

Depending on your system role and security rights, you can perform additional tasks to manage information about the organization from the constituent record.