Subscribe to this blog for RENXT tips and tricks.

Add Constituents: Getting Individuals And Organizations In The Door

In the Community discussion threads, Stephanie Crawley mentioned her "very most favoritest thing about RE NXT" is adding a constituent. On that note, let's look at how you add new individuals and organizations in the web view!
ae41754c998e5c14e58eddfcda53ad0a-huge-adAs 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.
Posted by Steve Stegelin on Aug 7, 2018 11:01 AM America/New_York

Leave a Comment

Log in to post a comment.

This is great Steve.  I realise there are issues with implementing the RE > Config >Fields > required settings across NXT, because you don't have all fields exposed yet, but surely it would be good to work on an interim measure.  You are creating a massive headache for DBAs!  We have to create queries to monitor data entry to ensure data integrity, when there is a perfectly good system put in place by Blackbaud to do just that!
  • Posted Tue 07 Aug 2018 07:05 PM EDT
Ditto what Mergen Peries said!  It comes across as such a low priority for Blackbaud.  It's never mentioned on any of the roadmaps.
  • Posted Fri 19 Oct 2018 10:11 PM EDT