Personal info include name parts, marital information, gender, birth date, and anonymous indicators.
Good to Know
- Gives anonymously notes is a constituent attribute that appears on the Personal Information page
- CONVERSION NOTES:
- Anonymous giving notes were moved to attributes so we can add then to the Personal Info page
- Inactive reason was defaulted during the conversion to “RL-Rental List” for BWH and “Inactive in RE” for all other affiliates
- BWH marked all their non-constituent records as inactive
- We used the same constituent ID from RE as the CRM Lookup ID.
How Do I?
- Mark a constituent Inactive? The inactive flag is a task on the Personal Information header bar. A reason is required, and additional details can be added as well.