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Viewing and Updating a Constituent's Roles

Paige Freeman
  • Updated

Constituent role codes are user-defined and identify the constituent either in terms of the ways in which they interact with the organization or in terms of their outside roles, achievements, interests, etc. Constituent roles are often used by staff and volunteers used in fundraising to record information about current and former activities in the community and other accomplishments of the constituent.

The CUS REQ_USE_OF_CONSTITUENT_ROLES application parameter controls whether individuals and companies must have at least one constituent role. This parameter is set to "N" in the base application. It is not recommended that constituent roles be required, but if they are required users are given the ability to assign a constituent role for individuals and companies from the Customer Speed Form.

You must belong to a security group with at least VIEW permission to the CRM360.ConstituentRoleCodes application in order to view this screen. 

To view a constituent's role codes, select Constituent Roles from the Profile Info tab. From this screen, you can assign a new role code, click the pencil icon next to each record to edit, and/or click the additional options menu and select Delete to remove an existing role code assignment.

Assigning a New Role Code

To assign a new role code:

  1. From the Constituent Role Codes screen, click the New Role Code link in the upper right corner of the screen.
    The Add Constituent Role Code screen displays, as shown below.
  2. Select a Constituent Role from the drop-down.
  3. By default, the Begin Date is set to today. Change this if necessary.
  4. If necessary, select an End Date.
  5. If necessary, enter any Comments.
  6. Click Save.