Constituent Record for Advancement
  • 23 Nov 2023
  • 1 minute read
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Constituent Record for Advancement

  • Dark
  • PDF

Article Summary

The Constituent Record is the hub of the database. This article provides a summary of the constituent record's components.

The constituent record ties together the different database areas where information can be imported for a specific constituent, such as forms, events, and Upload Dataset. Data can be directly entered and displayed on the record through tabs and tools on the constituent record. The constituent record is person-scoped, and thus should be made up of "people." Constituent records can be queried using the person base.  

Constituent Record Header 

The constituent record's header includes (from left to right): the full name of the constituent, constituent status, nine-digit Slate Reference ID, and any watch flags added to the record.  





Slate Reference ID


Watch Flags

Watch flags will appear below the name. A watch flag is a high-visibility message to alert administrators to any special information about the specific constituent record.   



The record is made up of multiple default tabs and any custom tabs. The default tabs are Dashboard, Timeline, Giving, Research, Profile, and Materials. The Research tab is a database default that can be enabled or disabled.  

  • Dashboard: Provides an overall summary of the constituent.

  • Timeline: Displays a chronological list of actions taken on the constituent record, interactions, communications, data uploads, and more. 

  • Giving: Summarizes the constituent's giving and provides gift management tools for the record.

  • Research: Used for storing and management of data from both external and internal sources. Typically used for wealth screening, it can be enabled or disabled for the database in the configuration keys tool.

  • Profile: Used to display and manage multiple personal data points like biographical data, contact information, relationships to other constituents, and account settings.

  • Materials: Used to display and manage any documents uploaded to the record.

Besides the default tabs, custom tabs can provide direct data entry to the record and display information. Custom tabs will always be appended after the Materials tab.  




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