AssociationSphere

If the employee does not exist in AssociationSphere yet, you can click on the “+” button that appears above the Company Contacts grid on the company profile...

The company type field allows you to classify the industry that the company is in. Examples are banks, churches, schools, retail, etc.

The primary & secondary relationships are the people at your organization who typically handle communications with the constituent.

The tickler/special notes allows you to have an important message about a constituent that you want to be sure any AssociationSphere user will see. The text...

The Wealth Profile lookup allows you to look up criteria for donors and then see that information in AssociationSphere. Benefits:  Search Prospect wea...

Beyond the default fields available on an Individual or Company Constituent profile you can also request custom fields be added to these screens. These cust...

For constituent’s with multiple Mobile phone numbers listed on their record you can select which of those Mobile number should be used for text messaging th...

The default values for the Gender Field picklist are, Male, Female and Not Provided. However, if you wish to also have “non-binary” as a picklist option you...

Yes. You can add this feature by turning on “non-binary” as a picklist option for gender under your Account Settings. Mouse over your Organization’s name in...

For any Constituent who you need updated credit card information for you can now direct them to a secure online form to capture that information. Within a C...