Add Constituents: Getting Individuals And Organizations In The Door

As Stephanie mentions, you can add constituents in the database view, in a robust, "multiple-tab-have-to-remember-all-the-different-places-I-need-to-remember-to-fill-in-way." On the flip side, when you add a constituent in the web view, it's streamlined to just the few elements required to save your relationship with them.

To add a constituent, from Home, select Add constituent, choose whether to add an individual or an organization, and then save their key details:

• Name (at a minimum). For an individual, this can include their title, suffix, and middle name.
• For an individual, demographics such as gender and date of birth
• Contact information, including their mailing address, phone number, email address, and online presence
• Constituent codes, to indicate their affiliations with your organization
• For an individual, the primary addressee and salutation to use in their communications

From the constituent's record, you can then manage additional details as you see fit, including:

• The fundraisers assigned to help cultivate your relationship with them
• Any notes, actions, and — with Prospect Research Management — opportunities to track interactions and efforts to cultivate the relationship
• A profile picture, to help personalize the relationship and ease identification for in-person interactions
• A summary note, for a quick, at-a-glance synopsis of important information about them and your relationship
• Their communication preferences or rules of contact, such as to not call after 8:00 p.m.
• Any aliases and other name formats for communications
• Attachments — such as photographs or online content — to help track and archive your relationship
• Their relationships with others, such as friends, family, and employers
• With Prospect Research Management, their prospect status and classification, as well as any financial information
• Custom fields for other, specialized information your organization tracks about constituents

For more information, see the Constituents Help and Constituent Records Help.