Constituent Profiles
The default values for the Gender Field picklist are, Male, Female and Not Provided. However, if you wish to also have “non-binary” as a picklist option you...
Wed, Feb 22, 2023 at 10:46 AM
Yes. You can add this feature by turning on “non-binary” as a picklist option for gender under your Account Settings. Mouse over your Organization’s name in...
Wed, Feb 22, 2023 at 10:51 AM
On the constituent's profile page, the Family field is used to identify the family the constituent is a member of. You can also link constituents togeth...
Thu, Apr 18, 2024 at 9:09 AM
Go to the payments options tab on the constituent record. This will show payment methods that this constituent has saved. You can add or delete payment met...
Sat, Jul 20, 2024 at 3:19 PM
For any Constituent who you need updated credit card information for you can now direct them to a secure online form to capture that information. Within a C...
Sat, Jul 20, 2024 at 2:00 PM
Go to the constituent's record and navigate to their Payment Options Tab. Under Gift Card Balance you can see: Gift Card Number Date Purchased Ticke...
Sat, Jul 20, 2024 at 3:25 PM