A constituent profile is a record that contains all the information in the database about that constituent. There are three types of constituent profiles av...

To edit a constituent’s profile, go to the Constituents grid to search for the constituent using the search bar at the top of the grid. Once locate...

Proceed to the constituent's profile page and locate the Addresses section. To add a new address, click on +New. A new window will open allowi...

To edit an address, go to the constituent’s profile and click on the Pencil icon in the upper right corner of the saved address. Once the address has been e...

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. ...

Proceed to the constituent's profile page to the Phones section. Click on +New to add a new number. In the new window enter the phone number an...

To edit a phone number, go to the constituent’s profile and click on the Pencil icon in the upper right corner of the saved phone number. Once the phone num...

The primary email is the email shown at the top of the constituent's profile page. This email will show up on the constituent grid, is used for email ma...

Begin by determining whether if this is the primary email address for the constituent. If it is the primary email address, and you would like to save this o...

Begin by determining whether if this is the primary email address for the constituent. If it is the primary email address, and you would like to save this o...