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.
At the top of the record, below any information alerts, you can view pertinent details about the constituent, including their name, spouse, assigned fundraisers, constituent codes, membership involvement, and a summary of anything else your organization finds valuable. For details, see Profile Information.
To give a reminder or special instructions to someone about the constituent record, you can set an alert to appear in its profile information. For example, you can set an alert as a reminder to not update the record without first contacting the assigned fundraiser or with instructions to handle a high-priority donor with care. To view and manage the record's alert, select Alert under its profile information. For more information, see Alerts.
Note: In the database view, alerts appear as annotations.
Under Appeals, you can view which solicitations the constituent received. For each appeal, you can view details such as its name, date, package, and how much the constituent gave in response. With this information, you can quickly see how often a constituent was solicited for gifts and how effective each appeal was. For more information, see Appeals.
Under Assigned fundraisers, you can view and manage who cultivates your organization's relationship with the constituent. For each fundraiser, you can view their name, type, and when the relationship began and ended. For details about a fundraiser, such as any goal amounts and notes, expand their row. For more information, see Fundraiser Assignments.
Tip: By default, only active relationships appear under Assigned fundraisers. To view previous relationships, deselect Show current. To view only a specific type of fundraiser relationship, filter the list by that type.
As you cultivate a relationship, you may collect collateral — such as correspondence, artifacts from prospect research, and pictures or videos from fundraising events — to create a complete picture of the constituent. Under Attachments, you can view and manage the items saved for the constituent, as well as when each was attached to their record and the type of attachment. For more information, see Attachments.
Under Communication preferences, you can manage specific rules of contact with the constituent, such as to not call after 8:00 p.m. or on weekends. To help maintain positive relationships with constituents, use these rules to make informed decisions when reaching out and tailor communications to honor their requests. To help highlight specific preferences, system admins can configure which should appear as alerts from any constituent's record. For more information, see Communication Preferences.
Note: In the database view, communication preferences appear as solicit codes.
Under Consent, you can view a constituent’s history of consent responses, including which types of communications and channels they opted in or out of. For each consent record, you can view the consent statement, privacy notice, source, and date it was added. With this information, you can quickly verify a constituent’s preferences for communications. For more information, see Consent.
Under Constituent summary, you can view important details about the constituent, such as their name formats, demographics, primary business, and constituent ID. For details about this information, see Summary.
Under Contact information, you can view the mailing addresses, email address, phone numbers, websites, and social media accounts — such as Facebook , Twitter , or LinkedIn — where you can connect with the constituent. For each piece of contact information, you can view which are marked as preferred or primary , primary business , in season , inactive , or "do not contact" . For more information, see Contact Information.
Under Custom fields, you can manage specialized information your organization tracks about the constituent such as hobbies, dietary preferences, or special requests. For each field, you can view its name — or "category" — and value. You can also view when the field was added and comments about its information. For details, see Custom Fields.
Note: In the database view, custom fields appear as attributes.
Under Education, you can view an individual's academic history. For each school, you can view details such as where and when the constituent attended, whether they graduated from each alma mater, with what degrees, and their fields of study. With Alumni Tracking, you can view which school is marked as primary , such as where the constituent most recently attended or the school most associated with your organization. With these details, you can quickly view a constituent’s education summary and determine which pieces to use for targeted appeals and building relationships. For more information, see Education.
Under Events, you can view which of your organization's events — such as fundraising galas, volunteer luncheons, or other activities — the constituent registered for. For each event, you can view its date, the constituent's participation, and whether the constituent attended. With this information, you can quickly gauge the constituent's involvement with your organization or plan for upcoming interactions. For more information, see Events.
Under Giving, you can view a list of the constituent's gifts to your organization and a summary of their giving frequency, milestone gifts, and estimated lifetime giving, open commitments, and soft credits. For details, see Constituent Giving.
Tip: On the constituent's record, you can get a quick synopsis of their giving. To view and manage all their giving information, such as to filter by fund or gift date, select Work with gifts.
With Membership Management, you can set up membership programs to help engage constituents and encourage donor loyalty. Under Membership, you can view details about the constituent's memberships, such as the category, standing, program, expiration date, and dues. With this information, you can quickly view a constituent's activity as a member to see how engaged they are with your organization. For more information, see Memberships.
Tip: By default, both current and past memberships appear under Membership. To view only the constituent's current memberships, select Only show active memberships.
To create a complete picture of a constituent and your relationship, we recommend you keep details about the constituent and your interactions with them, such as in person or over the phone or email. With this information, you can connect at a personal level to cultivate constituent relationships. Under Notes and actions, you can view and manage notes about the constituent and interactions and tasks to help foster your relationship.
Notes track details about a constituent and their interests and activity with your organization. For more information, see Notes.
Actions track your interactions and tasks necessary to cultivate a relationship with a constituent. For more information, see Actions.
Tip: To help ease scanning, select Filters under Notes and actions and choose whether view either notes or actions, or only specific types of them.
With Prospect Research Management, you can view and manage details about your organization's plans to build its relationship with a prospect or secure a major gift under Opportunities. For each opportunity, you can view the purpose of the gift, the fundraisers assigned to the effort, important gift amounts and dates, and the status in your moves management process. For details about these prospect management plans, see Opportunities.
Tip: Under Opportunities, you can filter the list to view inactive opportunities or only those with a specific status, such as those ready to assign to fundraisers or for cultivation. For recommendations on the stages and milestones to track as statuses, see Opportunity Status.
With Prospect Research Management, you can view the constituent's giving preferences, financial information, and current prospect status and classification under Prospect management. With these details, you can better develop strategies to cultivate the constituent relationship and determine their giving potential. For more information, see Prospect Management.
Note: If your organization sets expected time frames for each stage of your moves management process, a Prospect status alert appears at the top of the record to indicate when the constituent's been at a stage for too long. For more information, see Prospect Status.
Under Ratings, you can view details about a constituent's estimated wealth and their capacity to give, such as your constituent's overall wealth ratings, suggested ask amounts, and total identified assets. This information can help determine where to focus your fundraising efforts and which donors to ask for larger gifts. For each rating, you can view its wealth information, including when and where the data came from and any related notes. For more information, see Ratings.
Under Relationships, you can view the people and organizations that share an immediate relationship with the constituent, such as spouse, family and friends, or employers. To ease your fundraising efforts, you can also track the funds to which the constituent has a special affiliation. For some relationships, such as employment, you can view the applicable time frame. To view additional information about a related individual or organization, select their name to open their record. For details about these relationships, see Relationships.
Tip: To help find a specific relationship, select to view only contact relationships or another relationship type.
To help focus on relationships that need your attention, Raiser's Edge NXT automatically listens to your constituent records and tags them based on special situations such as upcoming birthdays or lapsed giving. Under Tags, you can view which situations apply to the constituent, such as to prioritize interactions and determine how to best cultivate the relationship. For information about these tags and recommended next steps for each, see Tags and Recommendations.
Under Timeline, you can quickly view and scroll through a history of the constituent's activity with your organization, such as all tasks and interactions planned with them, and any gifts they've given. For more information, see Timeline.
With Volunteer Management, you can view a summary of the constituent's volunteer efforts with your organization — including their interests and first and latest assignments — under Volunteer. With these details, you can determine how active a constituent is with your organization and how best to keep them engaged with volunteer assignments related to their interests. For more information, see Volunteers.
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.
To enable someone to manage relationships with constituents or related actions or opportunities and view their assignments in Work Center, they must be a fundraiser. To make someone a fundraiser, select Mark as, Fundraiser on their constituent record. For more information, see Fundraisers.
To help prioritize fundraising efforts and avoid awkward interactions, you can mark a constituent as deceased when they pass away. To mark a constituent as deceased, select Mark as, Deceased. When you mark a constituent as deceased, you can also save a date your organization tracks for these constituents, such as when they passed away. For more information, see Deceased Individuals.
To limit the use of a disengaged constituent but retain their history with your organization for later reference, you can mark them as inactive. To mark a constituent as inactive, select Mark as, Inactive on their record. For more information, see Inactive Constituents.
To respect a donor's request for anonymity, you can indicate whether they give anonymously. To mark a donor as anonymous, select Mark as, Gives anonymously on their constituent record. For more information, see Anonymous Giving.