To edit a constituent’s profile, you can click on their last name while on the grid or you can click anywhere on that row and then the View/Edit button at t...

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 and proceed to the Phones section. Click on +New to add a new number. In the new window enter the pho...

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...

Before adding a profile picture, the profile must be saved with some basic information such as First and Last Name. Once a profile is created, you can click...