Comprehensive constituent management

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Comprehensive constituent data includes graphical displays of giving and relationship data

  • Multiple mail and email addresses per constituent including a complete mailing address history.
  • Household-based and constituent based communications and solicitations.
  • Employment data and employment history including matching gift eligibility.
  • Educational history including schools attended, degrees received, areas of study, activities while a student and years of attendance.
  • Community interests and activities including offices held and years of activity.
  • Relationships between constituents showing the type and dates of the relationship.
  • Multiple classifications per constituent to categorize and segment constituents.
  • Notes and attachments may be linked to almost any type of data in the system.
  • Activities between staff, volunteers, and constituents can be scheduled, monitored with various alerts and reports, and ultimately stored in activity history.
  • Communications of all sorts, including automated acknowledgement letters, emails, mass mailings, personal meetings, telephone calls, and personalized mailings can be tracked.  Copies of the email or correspondence can be directly linked to the communication.