Constituents Grid
What is a constituent?A Constituent is any record in the database including members, donors, vendors, grantors, contacts on an email list, sponsors, and prospects. A Constituent is an entity that you want to communicate with, record transactions for, or is related to another constituent in the databa…What is the Constituents page?The Constituents page is where you will manage your constituent records. It shows a list of all constituents in a grid format with basic information for each, such as constituent type, contact information, and summary information about that constituent. You can click on the name…How do I find the Constituents page?Once you are logged into AssociationSphere mouse over to "Workspace". Upon hovering over it, a dropdown will appear, with the first option being "CRM". After hovering over "CRM", another dropdown will be presented, containing "Constituents". Click on "Constituents", and you will…How can I search for a specific constituent?You can search for a specific constituent by entering any text in the search field located in the upper left corner of the Constituents grid. To clear the search results and return to all records, simply click on the “X” that appears next to your search term in the search field.Can I export constituent information?You can export the data shown on the Constituents grid to an Excel file by clicking on the Actions menu at the top of grid, then clicking on Export to Excel File. In the new window you will be able to choose to: - Export Main Email & Address - Include All Emails - Include All Ad…How can I delete a constituent?A constituent can be deleted from the Constituents Grid by selecting that specific constituent and clicking on the trash can which is located on the left end of the grid. You will get a confirmation message asking you to confirm that you really want to delete the constituent. Yo…How do I send an email to one person?On any grid where the constituent’s email address is shown the email address is a link that you can click on to send an individual email. Depending on your user settings, it will either open the Direct Email window or it will open the default email program set up for your browse…How do I send an email to a group of people?Using the Actions menu at the top of the grid you can either start an email marketing campaign to utilize the Email Marketing module, you can send a direct email to the group, or you can send a letter created in the CRM Mail Merge Templates via email. To learn more about these o…How do I see everyone that has a certain category?You can filter your grid view for specific categories using the Quick Queries menu on the left side bar. Select the categories desired and click Apply to show the applicable data. Note that this query will show any constituents who meet any of the criteria. For example if you se…How do I look up duplicate constituents?You can look up potential duplicates by using our Potential Duplicate Report. You can find this on the Constituents Grid by selectingActions and select Potential Duplicate Report. Once you've selected this a pop up will appear that will allow you to select the type of search cri…Direct EmailsDirect emails are a fast and easy way to get an email out to one or many constituents, depending on your needs. To send out a single email, you can click on a constituent’s email address which appears directly on the main grids or within a constituent's profile. If your default…CRM Dashboard Category FilterOn the CRM and Personal Dashboard, the “CRM – Statistics” graphic can now be filtered based on a Constituent Category. Clicking on the dropdown field in the upper left corner of the graphic will allow you to select from any active Constituent Categories. Once a Category is selec…What are the summary data columns on the Constituents grid?The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information for transaction history, memberships, time tracking, event attendance, and interactions. The columns only update once per da…What is the difference between the Last Name/Constituent and Company Fields?Constituent Definition In AssociationSphere, a constituent is any contact record in the database. This could include members, non-members, vendors, sponsors, event attendees, email list subscribers, government agencies, volunteers, prospective members, staff and more! A constitu…How do I create a Year-End Letter?You can generate a Year-End Letter within the Constituents Grid using the Mail Merge feature. - First, create a letter in Mail Merge Templates to act as the Cover Letter. See How Do I Create a Mail Merge Template to learn how to create a new template or edit an existing template…