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Constituent Enhancements


Welcome! This is Bryna, from Blackbaud. With this release, we’ve made several
enhancements to make it more efficient for you
to manage constituents. Let’s start with the Constituent search. Previously, to quickly find a constituent’s record,
you could enter a name in the quick find field. Now, you can also enter a constituent look up
ID. Let’s view a constituent record. For an individual, the Personal info tab now
shows the constituent’s first, middle and last
names. You can still edit a constituent’s name here. Additionally, we’ve removed the name tab. You can now edit name formats and aliases
from the Personal info tab instead. Similarly, for Organizations, the Name tab no
longer appears on constituent record, but you can view and edit the organization’s
name, aliases, and name formats from the
Organization info tab. The Contact tab has also been enhanced. It’s now divided into Addresses, Phone numbers,
and Email Addresses. You can also add new information here. You can expand a list to learn more about the
contact. Throughout Constituents, we’ve eliminated a
number of dropdown menus and replaced them with separate buttons to
make it easier to see what actions you can
take. For example, on the Relationships tab, you previously clicked a single Add button, and then, from a menu, selected whether you wanted to add an
individual, organization, or group/household
relationship. With this release, we’ve replaced the menu with
separate buttons. Just click to add the type of relationship you
want to add. The Relationships tab now also shows the
constituent’s Employment history. Previously, Employment history was a separate
tab. On the Documentation tab, the default sort order
is now by descending date. The default sort order for Interactions has also
been updated. On the Documentation tab, we’ve also replaced
the Notification menu with separate buttons. To create a notification, click Add Notification. If notifications already exist, Edit notification and
Delete notification buttons also appear. That’s all for this demonstration. Thanks for watching!

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