Constituent Records

To view detailed information about a constituent, select their name — such as in search results or on a record or list — to open their record. From the constituent record, you can view and manage information about the constituent and your organization's relationship with them.

Tip: For information about how to add, edit, and delete records, see Constituents.

Note: To print a record or any page in web view, use the print option in your browser.

Tip: To help focus on only what matters to you, you can manage how the information appears on a record. For information, see Records.