As of 7.4.0SP1, constituent role codes can be assigned for individuals and companies. Constituent role codes are user-defined and identify the constituent in terms of the ways in which they interact with the organization. Constituent roles are often used by staff and volunteers used in fundraising to record information about current and former activities in the community and other accomplishments of the constituent.
A
"CUS" application called REQ_USE_OF_CONSTITUENT_ROLES controls
whether individuals and companies must have at least one constituent role.
This parameter is set to "N" in the base application. It is
not recommended that constituent roles be required, but if they are required
users are given the ability to assign a constituent role for individuals
and companies from the Customer Speed Form. For more information, see
the setup of system type CONSTITUENT_ROLE.
To assign constituent roles:
1. From
the Background Information
task category in CRM360,
click Constituent Roles.
The Constituent Roles screen displays, as shown below.
If
the Auto Populate checkbox is selected for the system type code CONSTITUENT_ROLE,
a row is automatically added for an individual or company. The first row
entered will be selected as Primary.
The Primary checkbox is controlled
by the Display Order of the codes for the CONSTITUENT_ROLES
type and cannot be edited.
2. Highlight the role code in the
Constituent Roles box that you want to assign.
The constituent roles in the grid are listed in ascending order by display
order.
3. Click the right arrow (>) to assign the code.
The Primary checkbox is set by the system
and cannot be edited by the user. It
is checkbox for the first constituent role that is assigned. If
additional constituent roles are assigned, the system sets the constituent
role with the lowest display order value in system types and codes as
the primary constituent role for the constituent. Having one constituent
role defined as primary makes reporting and querying easier for non-technical
users.
4. The system sets the Begin Date to the current date. Change this date if necessary.
5. By default, an End Date is not selected. Only select an End Date if the constituent no longer qualifies for the role.
6. The Active checkbox is a calculated column that the system sets based on the begin date and end date, as compared to the current date. This cannot be changed.
7. If necessary, enter any Comments.
8. Click Save.
Click the Main Page link to return
to the overview page.