A constituent profile is a record that contains all the information in the database about that constituent. There are three types of constituent profiles available:
- Individual - Individual constituent profiles are for people's records. These can be an individual person, or it can also be used for a couple, if desired.
- Company - The software uses the term “company” to identify any organization, business, foundation, school, church, agency, or group. Company records differ slightly from individual constituent profiles and have different data fields available on them.
- Household - Household constituent profiles are used to link together individual constituent records in one summary record for financial reporting. Household records are optional. You can always link together constituents via relationships. The Household constituent profile will create a new, unique record that increases the total number of constituents in your database.
On the Constituents grid, you will be able to see the type of profile under the Profile Type column.
