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. On
the Constituent
Central screen, from the Participation task menu,or from the Donor360® screen from the Donor
Information task menu, click Maintain Constituent Roles.
The Constituent Roles screen displays in the Participation tab, 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.
4. Note the Primary checkbox. This 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.
5. The system sets the Begin Date to the current date. Change this date if necessary.
6. By default, an End Date is not selected. Only select an End Date if the constituent no longer qualifies for the role.
7. 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.
8. If necessary, enter any Comments.
9. Click
Save.
The assigned roles will display in the Essential Information section on
the Constituent and Customer Central screens, as shown below.
In
a future release, Personify will be integrated with Identity Management
System (IMS) roles. At that time, information will be provided on a strategy
for linking manually created constituent roles with IMS roles.