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Constituent Records

To view detailed information about a constituent, select their name — such as in search results or on a record or list — to open their record. From the constituent record, you can view and manage information about the constituent and your organization's relationship with them.

Tip: To help focus on only what matters to you, you can manage how the information appears on a record. For information, see Records.

From the constituent's record, you can manage details about them — such as their status as a fundraiser — as necessary.