On the record of an individual or organization, such as a constituent or a related person or business, you can view important details, such as how to address them in communications, any demographic and primary employment information, and their constituent ID.
Under Name formats, you can view the addressees and salutations used to define how the constituent's name appears in communications.
For more information, see Name Formats.
To help identify and provide an understanding of who your constituents are, you can manage their IDs, demographics, and biographical information under Personal info or Organization info. For more information, see Personal or Organization Information.
If an individual's primary relationship with a business is through employment, the organization's name and the individual's position there appear under Primary employment. With this information, you can target the organization for matching gifts or corporate contributions.
Tip: In the database view, you can manage a constituent's primary employment relationship from the Bio 1 tab of the constituent record. When you select Business to enter this information in the database view, select Primary business information to indicate a primary employment relationship.