Constituent Profiles
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
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
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
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
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
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
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
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
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
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