The header at the top of the CRM360 screen displays the most meaningful at-a-glance data about a constituent. Please note that this header information was developed using HTML and cannot be edited using the Application Designer. If necessary, the HTML code can be modified to include/exclude details and demographics according to your organization's preferences.
The information displayed within the header is numbered in the image below. See the numbered list that follows for more information.
1. Constituent Image: organizations can decide whether or not to display constituent images in the header on the CRM360 screen. If constituent images are used but no image exists for the constituent, a generic silhouette will display. For more information, please see Adding/Changing a Constituent's Image in CRM360.
2. Formatted Label Name: the formatted label name is comprised of the Prefix, First Name, Middle Name, Last Name, and Suffix fields as defined on the Individual Name Edit or Company Name Edit screens, respectively. Additionally, if defined, an individual constituent's Nickname will display in parentheses, as shown in the image above. For more information, please see Defining a Constituent's Name, Salutations, and Aliases in CRM360.
3. Constituent ID: the constituent ID is an automatically generated alphanumeric number. Although this number is automatically generated by the system, it can be changed during constituent creation. After the new constituent has been saved, this number cannot be changed. For more information, please see Creating a New Constituent.
4. Job Title and Primary Employer: if a current, primary employment relationship has been defined for the constituent, a link to the company's record will display. For more information, please see Adding a New Relationship to a Constituent's Record in CRM360. Additionally, if a job title has been defined for the constituent on the demographics screen, it will display to the left of the primary employer link. For more information, please see Adding Demographic Information to a Constituent's Record in CRM360.
If
the constituent's primary employer was manually entered in the Name
(Last, First) field on the Relationships
screen, the primary employer will NOT display in the header in CRM360
because it does not have an associated customer ID.
5. IMS Badges and Social Media Buttons: if the constituent qualifies for a particular defined IMS role, the appropriate "badge" will display. For more information, please see IMS Roles in CRM360. Please note that the social networking icons, Facebook, LinkedIn, and Twitter, require a code change to update.
6. Relationships: this link displays the number of current relationships defined for the constituent. Click this link to open the Relationships screen. For more information, please see Viewing a Constituent's Relationships in CRM360.
7. Address: the constituent's primary formatted address displays, along with the Address Type on top.
Because
the constituent's name is redundant and other fields may not be desired,
organizations have control over what is displayed. From the Address
and Phone Structure screen, admin users can uncheck the "Available
On Screen" checkbox for any piece of the address.
If the constituent’s
address is bad, a red X (not
picture above) will display. Place your cursor over
the X to
display a tool tip that says, "Address is Marked ‘Bad’". Please
note that a green check mark will NOT display if the address is good because
the assumption is that the address is good. If the constituent’s preferred
communication method is Mail, "*Preferred" (not pictured
above) will display underneath the address.
8. Constituent Class: the constituent class is defined on the Demographics screen. For more information, please see Adding Demographic Information to a Constituent's Record in CRM360.
9. Primary Mobile & Home Phone Numbers: if a Phone communication record has been defined with a Type of "Mobile", the mobile phone that has been designated as primary will display. Additionally, the primary Home phone will display, if defined. For more information, please see Adding a New Phone Number to a Constituent's Record in CRM360.
10. Preferred Communication Method: the "*Preferred" label will display next to the constituent's preferred method of communication. Please note that this label may display next to the constituent's primary address, primary "mobile" phone number, primary "phone" number, or primary email address. For more information, please see Selecting a Constituent's Preferred Communication Method in CRM360.
11. Email Address and Web/Social Media: if defined, the constituent's primary email address and primary web/social media record will display as links. Click the constituent's primary email address to open a blank email in your default email window. Click the constituent's primary website address to open the website in a new window. For more information, please see Adding a New Email Address to a Constituent's Record in CRM360 and Adding New Web/Social Media Information to a Constituent's Record in CRM360.
12. Edit Contact Info: click this link to open the Contact Information screen below in CRM360. For more information, please see Adding a Constituent's Contact Information in CRM360.
13. Household Name: as of 7.4.2, if your organization chooses to use the new householding functionality, if the constituent has been defined to belong to a household, the household name will display. Click this link to open the Household360 screen. If the constituent does NOT belong to a household, the "No Household (Create)" label will display. Click this link to open the Household Speed Form with the constituent's last name defaulted as the household name. For more information, please see Creating a Household from an Existing Constituent.
Other: (not pictured)
· Primary Contact: on company records in CRM360, if a current, primary contact relationship has been defined, a link to the primary contact's record will display. Click this link to open the primary contact record in CRM360.
If
the company's primary contact was manually entered in the Name
(Last, First) field on the Relationships
screen, the primary contact will NOT display in the header in CRM360
because it does not have an associated customer ID.
· Constituent Status: if a constituent
class is updated to anything other than "Active", the constituent's
status will display as a red label on the constituent's image. In the
example below, the constituent's status is "Inactive".
