Constituent Profiles

What are the Primary 1, Primary 2, and Invoice Contacts on a Company Profile?
On a Company Profile page, near the bottom of the page you will find a list of all the company contacts. These constituents are linked to the company via an...
Fri, 3 May, 2024 at 3:33 PM
What is company type?
The company type field allows you to classify the industry that the company is in. Examples are banks, churches, schools, healthcare, etc.
Sat, 20 Jul, 2024 at 1:38 PM
How are salutation fields populated and used?
In the constituent profile there are salutation fields that can be used in letters, emails, and texts. In an individual "Contact" constituent'...
Fri, 11 Oct, 2024 at 12:33 PM
What does primary & secondary relationship mean?
The primary & secondary relationships are the people at your organization who typically handle contact and communications with the constituent, such as ...
Sat, 20 Jul, 2024 at 1:42 PM
What is the tickler/special notes field for?
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...
Sat, 20 Jul, 2024 at 1:47 PM
Custom Constituent Fields
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...
Sat, 20 Jul, 2024 at 1:52 PM
How does a constituent Opt-in/Opt-out of text messaging?
Some cellular service providers have put new rules in place to allow for better text messaging deliverability. They are now requiring recipients to opt-in t...
Sat, 20 Jul, 2024 at 1:56 PM
Selecting a Default Mobile Text Number
For constituent’s with multiple mobile phone numbers listed on their record you can select which of those mobile numbers should be used for text messaging t...
Sat, 20 Jul, 2024 at 1:59 PM
How can I add a non-binary option to the gender selections?
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...
Wed, 22 Feb, 2023 at 10:48 AM
Is there an option to add pronoun preferences to the constituent's profile?
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...
Wed, 22 Feb, 2023 at 10:52 AM