Working with Customers in Constituent Central

You must use one of the Fundraising personas to access the Constituent Central screen.

To view a customer in Constituent Central:

1.    Select Donors/Prospects > Constituent Central from the main toolbar.
The Constituent Central search screen displays.

2.    Create a new constituent or search for and select a constituent/employee.
The constituent displays in Constituent Central, as shown below.

Using the various tabs and tasks on the Constituent Central screen, you can perform the following tasks:

Constituent Details

·            Viewing Constituent Details

·            Changing a Customer Name

o           Changing an Individual Name

o           Changing a Company Name

·            Changing a Customer Address

o           Viewing Address History

§            Propagating the Primary Address to Orders

·            Changing a Customer's Contact Information

·            Adding Emergency Contacts

·            Adding Salutations

·            Edit Aliases

·            Editing Web Access

·            Making a Customer a Member

·            Changing a Customer's Membership

·            Entering a Payment

·            Adding an Employee or Family Member

·            Opening a Customer in Call Center

·            Printing a Mailing Label

Demographics

·            Adding an Activity

·            Defining Solicitation Preferences

·            Adding Individual Demographics

·            Adding Company Demographics

·            Adding Education Information

·            Adding Lists

·            Adding Miscellaneous Comments

·            Adding a Customer Picture

·            Adding Resume or Related Documents

·            Adding Special Interests

·            Adding Special Needs

·            Editing Web Access

·            Adding Salutations

Relationships

·            Viewing Sphere of Influence

·            Displaying Hierarchical Tree View

·            Displaying Relationships by Type

·            Adding a New Relationship

Participation

·            Viewing Membership Participation

·            Adding Opt-In/Opt-Out Preferences

·            Adding a Customer to a Committee

·            Viewing a Customer's Speaking Engagements and Appearances

·            Viewing a Customer's Certifications

·            Viewing a Customer's Transcripts

·            Viewing a Customer's Orders Across the System

·            Viewing a Customer's Awards History

Gift Giving

·            Searching for an Existing Gift

·            Creating a Simple Gift

·            Creating a Flexible Gift

·            Maintaining Matching Gift Plans

·            Maintain Planned Giving

·            Maintain Proposals

Purchasing Information

·            Adding an Activity

·            Adding Credit Limits

·            Adding Credit Card Information

·            Defining Customer Segmentation

o           Adding Org-Unit Segment Membership

o           Viewing Web Segment Membership

o           Adding Segments this Customer Controls

o           Making this Customer a Web Segment

Fundraising

·            Open in Donor360®

·            Adding the Customer as a Solicitor

Financial Activities

·            Opening a Batch

·            Searching for a Receipt

·            Viewing a Constituent's Financial Analysis

·            Viewing a Constituent's Order Analysis

·            Paying Open Orders

Chapter History

·            Viewing Chapter History

Quick Create

·            Create a New Constituent

·            Create a New Contact Tracking Record

·            Create New Email

·            Create New Simple Gift

·            Create New Flexible Gift

Constituent Profile tab

·            Viewing a Constituent's Profile

Transaction History tab

·            Viewing a Constituent's Transaction History