Constituent Profiles
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 ...
Tue, 23 Mar, 2021 at 10:18 AM
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...
Tue, 23 Mar, 2021 at 10:19 AM
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 ...
Tue, 23 Mar, 2021 at 10:22 AM
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...
Tue, 23 Mar, 2021 at 10:23 AM
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 ...
Tue, 23 Mar, 2021 at 10:24 AM
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...
Tue, 23 Mar, 2021 at 10:25 AM
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 market...
Tue, 23 Mar, 2021 at 10:26 AM
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...
Tue, 23 Mar, 2021 at 10:27 AM
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 ...
Tue, 23 Mar, 2021 at 10:30 AM
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...
Tue, 23 Mar, 2021 at 10:32 AM