This article pertains to Development 3.
The constituent record — of which there are two types, household and organization — is the primary record where all constituent data is stored and accessed. From this record, a member of your Development office should be able to access anything they would need about the particular constituent. This article details how to set up your own household constituent records and provides technical documentation on the household constituent record.
Creating Household Constituent Records
Constituent records are not automatically created. To create them, flag the person roles with the "Create Constituent" flag and the system then creates the constituent records during the overnight processes.
Here are the step-by-step directions:
- On the Development: Configuration homepage, click the Person Roles query.
- Check "Create Constituent" for the person roles you want constituent records created for.
- Click Update Records.
Veracross then creates constituent records for all people with the selected person roles in the overnight processes. There is no Action menu item to force the procedure to run.
Creating Constituent Records for Students
In Development 3.0, constituent records can be created for students on a per-grade-level basis. This allows schools to create constituent records for seniors who may be graduating soon as well as tracking student giving, if they so desire.
Here are step-by-step directions for setting up constituent records for students by grade level:
- On the Development: Configuration homepage, click the Student Grade Levels query.
- Check "Create Constituent" for the grade levels you want constituent records created for.
- Click Update Records.
Veracross then creates constituent records for all students in the selected grade levels in the overnight processes. There is no Action menu item to force the procedure to run.
There is a wide variety of information available on a constituent record. Here are a few items that are helpful to note:
- Calculated fields: If you cannot edit the field, it is calculated, meaning that it pulls information from other areas of the system and cannot be edited.
- Editable fields: Many fields can be directly edited. To do so, make the change and don't forget to click Update!
- Tooltips: The field names that are underlined (e.g., Roles, Birthday, Email) have tooltips. Hover over the field name to get more information.
The General tab provides an overview of key constituent information.
|Individual and Spouse||View information about the individual and spouse.|
|Constituent, Household, and Organization|
|Important Connections||This pulls information from the Relationships tab. Click More... to navigate to the Relationships tab.|
|Giving History||This pulls information from the All Gifts tab. Click More... to navigate to the All Gifts tab.|
|Solicitation Team||Select a manager, staff solicitor, volunteer solicitor, and last review date. These values populate respective fields on opportunities and moves management records.|
|Constituent Ratings||For more information about setting these and the options available, please read our documentation here.|
|Constituent Tags||This pulls from the Constituent Tags tab. Tags are similar in function to profile codes, but are particular to constituent records.|
|Actions||This pulls from the Actions tab.|
|Notes||Use the Gift Entry Notes and Constituent Notes fields to track additional information as needed.|
The other tabs on a constituent record delve a little deeper into many topics briefly mentioned on the General tab.
|Contact Information||View all contact information for the individual, spouse, and/or household.|
|Salutations||View all salutations for the individual, spouse, and household. Update the respective salutations via the links at the top of the screen.|
|Relationships||View all relationships of the individual and spouse in this constituent record. Update the respective relationships via the links at the top of the screen.|
|Education||View the education info of the individual and spouse on this constituent record. To update educational information, navigate to the Education tab of their person record.|
|Enrollment History||This tab shows the enrollment history of the individual or the spouse if they have an enrollment history at the school.|
|Constituent Tags||You can add/remove constituent tags from this constituent — visible in the Constituent Tags section of the General tab. Certain default Constituent Tags are applied automatically and additional tags can be created using the Development: Configuration homepage. Additionally, constituent tags can be applied in batch via Constituent queries.|
|Person Classifications||View the person classifications of the individual and the spouse on the constituent record. It also contains direct links to the Classification tab on the individual/spouse’s person record so that these records may be updated if wished.|
|Profile Codes||View profile codes of the individual or spouse on the Constituent record. Click on the respective link to update the individual/spouse's profile codes.|
|Roles||View person roles of the individual and spouse on the constituent record. Click on the respective link to update the individual/spouse's person roles.|
|All Opportunities||View the constituent's associated opportunity records, subtotaled by the activity type of the opportunities.|
|Campaign||View the constituent's associated opportunities, subtotaled by the associated campaign.|
|Annual Fund||View the constituent's associated opportunities that have an activity type of "Annual Fund."|
|Group Appeals||View the constituent's associated opportunities, subtotaled by activity type. The only opportunities that display in this query are those who have the activity type of: Group Appeal, Group Event, General Mailing, Phoneathon, and Group Appeal Followup.|
|Role History||View the constituent’s history of development roles and primary development roles for all fiscal years.|
|Activity Feed||View the constituent's activities with an activity date of today’s date or earlier.|
|Activity Calendar||View a calendar of the constituent's moves management, gifts, and constituent logs.|
|Group Events||View all the constituent's development and non-development-related events.|
|Actions||Manage constituent actions here — which are interactions between the development department and the constituent. The detail query displays all actions, past and future.|
|Tasks||Manage constituent tasks here — which are internal processes related to the constituent. The detail query displays all actions, past and future.|
|Constituent Log||View the audit log for the constituent and associated opportunities, here.|
|Summary||Update system ratings here, which are mirrored on the General tab. The detail query shows the constituent's active configured ratings. You can read more about configured ratings here.|
|History||View the dates when this constituent's active and archived configured ratings were created. Add new ratings directly to the constituent via the Add Record... button.|
|Files||View the constituent's files. Upload new files via the respective Update Files... links.|
This functionality currently does not work for faculty constituents, due to the lack of a Files tab on a faculty detail screen.
|Screenings||View the constituent's screening information. Update screening information via the links at the top.|
|Notes||View the constituent's development notes, defined as individual events with the development event type of "Note." Add a new note via the Add Note... link.|
|Gift Detail||View the constituent's gifts in the detail query. Hover over underlined field names to see the tooltips defining the fields. For the fields without tooltips, it displays how much the constituent has given:|
|Pledges||View the constituent's pledges and pledge soft credits.|
|Matching Soft Credits||View the constituent's donation soft credits and pledge soft credits where the soft credit type is "Matching." View the total amount at the top where this field equals total donations plus all pledge soft credits where the soft credit type = matching.|
|In Kind||View the constituent's donation and donation soft credits where the payment method is "Gift In-Kind."|
|Stock||View the constituent's donation and donation soft credits where the Payment method is "Stock".|
|Funds||Viw the constituent's relationships with Funds. Add new fund relationships through the “Add Record…” button.|