Constituent Profiles

How do I edit a constituent’s profile?
In order to edit a constituent’s profile, you can simply click on their last name while on the grid or you can double click anywhere on that row. You can al...
Thu, Jan 28, 2016 at 8:33 AM
How do I add a new address?
Once you are in a profile for a new constituent, you can add a new address in the full tab or the quick tab. If you are using the full tab, you will need to...
Fri, Jul 13, 2018 at 9:33 AM
Can I edit or delete an address?
To edit an address, go to the constituent’s profile and click on the pencil icon in the lower left corner of the saved address. Once the address has been ed...
Thu, Jan 28, 2016 at 8:34 AM
What does default address mean?
The default address is the primary address for a constituent. It will always be listed first in their profile and will be highlighted and outlined in blue. ...
Thu, Jan 28, 2016 at 8:35 AM
How do I add a new phone number?
Once you are in a profile for a new constituent, you can add a new phone number in the full tab or the quick tab. If you are using the full tab, you will ne...
Thu, Jan 28, 2016 at 8:35 AM
Can I edit or delete a phone number?
To edit a phone number, go to the constituent’s profile and click on the pencil icon in the lower left corner of the saved phone number. Once the address ha...
Thu, Jan 28, 2016 at 8:36 AM
What is the difference between primary email and other emails?
The primary email is the email that will show up on the constituent grid. This is also the email address that will be used for the integrated email marketin...
Thu, Jan 28, 2016 at 8:36 AM
How do I add a new email address?
Once you are in a profile for a new constituent, you can add a new email address in the full tab. Click on “Add New” in the Emails section and enter the inf...
Fri, Jul 13, 2018 at 9:35 AM
Can I edit or delete an email address?
To edit an additional email address, go to the constituent’s profile and click on the pencil icon in the lower left corner of the saved email address. Once ...
Thu, Jan 28, 2016 at 8:37 AM
How do I add a profile picture?
Before adding a profile picture to a constituent, you need to save the profile with some basic information, such as their first & last name. On the prev...
Fri, Jul 13, 2018 at 9:34 AM