Constituent Codes

Constituent codes define the high-level affiliations constituents have with your organization— such as Board member, Vendor, or Volunteer — and help you to understand why they're in your database. A constituent may have multiple constituent codes, such as someone who both volunteers and serves on your Board of Directors. We recommend you track constituent codes for all constituents.

  • On a constituent's record, you can view their affiliations under Constituent codes. By default, you can view up to three constituent codes, in the same order as in the database view. To view any additional codes, select and more.

  • Constituent codes can also help provide context of why someone gives. On a gift’s record, you can view the donor’s constituent code under Gift and marketing codes. For more information, see Gift and Marketing Codes.

Note: Constituent codes may be used to secure constituent records. For information, see Record Security.

  1. Choose who to add the affiliation for.

    • For an existing constituent, select Edit, Constituent codes from their record.

    • For a new constituent, from Home, select Add constituent, Individual or Organization, enter their name, and then select Add a constituent code.

  2. Select the constituent code and a start and end date, such as for a term on the Board, and select Done.

    Tip: To add additional affiliations, select Add a constituent code again.

  3. Select Save.

  1. From the constituent's record, select Edit, Constituent codes.

  2. Select Edit for the constituent code.

  3. Update the code and the start and end date as necessary, and select Done.

  4. Select Save.

When a constituent has multiple affiliations, you can change their order.

  1. From the constituent's record, select Edit, Constituent codes.

  2. Move the constituent codes as necessary.

    Note: The first code in the list is the constituent's most important — or primary — affiliation.

  3. Select Save.

To remove an affiliation — such as if you inadvertently add it to the wrong person — you can delete it from the record of its constituent.

  1. From the constituent record, select Edit, Constituent codes.

  2. In the row for the affiliation to remove, select Delete.

  3. Select Save.

Tip: Don’t see these options? Contact your system admin for rights to make these types of changes.

Note: From Control panel, Tables, you can you can set up and manage the available affiliations in the Constituent Codes table.