Viewing the Constituent Summary Paige Freeman September 30, 2025 13:44 Updated Upon opening a constituent record, you are brought to the Constituent Summary screen. From this screen, you can view primary contact information, an overview of balance and payment information, and membership and committee participation, as well as the constituent's latest contact tracking and order information. You must belong to a security group with at least VIEW permission to the CRM360.Summary application in order to view this screen. For more information, please see Constituents Security. This screen is broken down into the following sections: Header Financials Involvement Latest Interactions Additionally, from this screen, you can also create a new contact tracking record, create a new order, create a new donation, pay balances, merge duplicate records, make the customer a donor, make the customer an exhibitor, make the customer an advertiser, make the customer an ad agency, add a new constituent at the same address, or run the Constituent Summary Report for the constituent using the Actions drop-down. Header From the Constituent Summary header (shown below), you can navigate to different areas of the constituent's record by clicking the available hyperlinks: For individual constituents, if a current, primary employment relationship has been defined for the constituent, a link to the company's record will display. Clicking the hyperlinked company name will open the company record in a new tab. For company constituents, if a current, primary contact relationship has been defined for the constituent, a link to the company's primary contact will display. Clicking the hyperlinked primary contact name will open the constituent record in a new tab. Clicking the number of Relationships link will open the Relationships screen from the Relationships tab. If web credentials have been defined for the constituent, the constituent's username will display as a link. Clicking this link will open the Update SSO Login screen. If web credentials have NOT been defined yet, the Create Web Login link will display. Clicking this link will open the Create SSO Login screen. Clicking the All Addresses link will open the Addresses screen from the Profile Info tab. If defined, the constituent's primary email address and primary web/social media record will display as links. Clicking the constituent's primary email address will open a blank email in your default email window. Clicking the constituent's primary website address will open the website in a new window Clicking the All Contact Info link will open the Contact Information screen from the Profile Info tab. Screen Element Description Constituent Image If the CUS USE_CONSTITUENT_IMAGES application parameter is set to "Y", the constituent's photo will display. If necessary, you can change the image. If an image has not been added, a generic avatar will display. Constituent Name The label name and nickname of the constituent. For more information, please see Viewing and Updating a Constituent's Name Information. Constituent ID The constituent's identification number for the constituent. This system-generated ID cannot be changed. Constituent Class The class for the constituent. For more information on changing the constituent's class, please see Viewing and Updating a Constituent's Demographics. Primary Job Title For individual constituents, the primary job title displays. Primary Employer For individual constituents, if a current, primary employment relationship has been defined for the constituent, a link to the company's record will display. Clicking the hyperlinked company name will open the company record in a new tab. Relationships This link displays the number of current relationships defined for the constituent. Click this link to open the Relationships screen. For more information, please see Viewing and Updating a Constituent's Relationships. Engagement Score The constituent's YTD and past [n] years engagement score. Primary Contact For company constituents, if a current, primary contact relationship has been defined for the constituent, a link to the company's primary contact will display. Clicking the hyperlinked primary contact name will open the constituent record in a new tab. Web Login If web credentials have been defined for the constituent, the constituent's username will display as a link. Clicking this link will open the Update SSO Login screen. If web credentials have NOT been defined yet, the Create Web Login link will display. Clicking this link will open the Create SSO Login screen. Constituent Address The primary address defined for the constituent displays a concatenation of the address type code, formatted detail, and formatted address. For more information on managing constituent addresses, please see Viewing and Updating a Constituent's Addresses. A checkmark will display for good addresses (shown below) and an X will display for bad addresses. All Addresses Clicking the All Addresses link will open the Addresses screen from the Profile Info tab. For more information on managing constituent addresses, please see Viewing and Updating a Constituent's Addresses. Contact Information Only the primary contact information records of phone number, mobile phone number, email address, and web/social media address will display. All Contact Info Clicking the All Contact Info link will open the Contact Information screen from the Profile Info tab. For more information on managing constituent contact information, please see Viewing and Updating a Constituent's Contact Information. Financials The Financials section of the Constituent Summary screen (shown below) displays quantitative and qualitative data that should be helpful to most users when they first pull up a constituent record. The information displayed in the Financials section can be refreshed to display the most up-to-date data for the constituent by clicking the Update button. This button runs the SQL job "ADD_CRM360_DATA" for a number of stored procedures. Screen Element Description Balance Due Displays the current, total invoiced, and proforma balances due for the constituent: Current: The first number indicates the total balance due (as described below) minus Type 9 deferred payments. This value includes cancelled orders in which a balance is still due. The current balance due is updated by the usp_ConstituentOverview_CurrentBalance stored procedure. Total Inv: The second number indicates the sum of Type 1, 2, 3, 4, 5, and 6 transaction types (receipt, voucher, transfer, sales, write-off, and adjustment) on active, invoiced order lines where the constituent is the bill-to, regardless of the payor. This number does NOT include proforma orders (including renewals). The total balance due is updated by the usp_ConstituentOverview_TotalBalance stored procedure. Proforma: The third number indicates the total balance due on proforma orders. The proforma balance due is updated by the usp_ConstituentOverview_CurrentBalance stored procedure. Spending Displays the YTD (year-to-date) and Past [n]) Years of spending for the constituent. The [n] number of years displayed are based on the CUS CRM360_OVERVIEW_YEARS application parameter. For fiscal year spending, the system sums Order_Detail.BASE_TOTAL_AMOUNT of active order lines where the constituent is the ship-to on the order line and Order_Detail.FULFILL_STATUS_CODE is not D or S for all subsystem orders belonging to org unit of logged in user, except FND order lines, where Order_Detail. ORDER_DATE falls within the fiscal year as defined by the CUS CRM360_YTD_START_MONTH application parameter. All Orders Click this link to view a list of the constituent's order on the Orders and Donations screen. For more information, please see Viewing a Constituent's Orders and Donations. Involvement The Involvement section on the Constituent Summary screen (shown below) displays a constituent's current membership and committee involvement for the organization/organization unit of the logged in user. The emphasis of this section is on current involvement, but if a constituent is not a member at present, historic data will be used to populate this area. This section does NOT include member benefit references or corporate memberships that are extended to subsidiaries. The Involvement section respects the setup of the CUS SHOW_MBRSHIP_CURRENT_ORGUNIT and SHOW_COMMITTEE_CURRENT_ORGUNIT application parameters. You can turn off the calculation of constituents' involvement by setting the CUS CALCULATE_CRM360_INVOLVEMENT application parameter to "N". By default, this parameter is set to "Y". Screen Element Description Name (Since [n]) Displays the name of the membership record and the year since the constituent became a member and displays the name of the committee record for the constituent. Status Displays the status of the membership or committee record for the constituent. "Active" displays in green text, "Grace" displays in yellow text, and "Expired" displays in red text. If the previous MBR order line was expired and the related renewed line is cancelled, then the involvement status will show the previous status of the original order line (e.g., 'Expired'). Begin Displays the begin date of the membership or committee record for the constituent. End Displays the end date of the membership or committee record for the constituent. For memberships, this is the last date that this membership is active. This date does not take into account the grace date. For committees, this is the End Date of the committee position. All Memberships Click this link to open the Memberships screen to view all of the constituent's memberships. All Committees Click this link to open the Committees screen to view of the constituent's committee involvement. Latest Interactions The Latest Interactions section of the Constituent Summary screen (shown below) is a real-time snapshot of the five most recent interactions that the constituent had with the organization, including orders and donations, contact tracking and activities, and receipts. Please note that the records displayed are based on the creation date, not the date in which the item was last updated. Contact Tracking Activities The Contact Tracking Activities tab in the Latest Interactions section displays a list of the last five contact tracking records in which this constituent is the owner of the record, the person contacted, or pertains to. The first column displays the date in which the activity was created. The Contact Type displays in the second column. The third column displays the activity's Description. Clicking the arrow next to a record in the grid will open the record on the Contact Tracking tab to view additional details or edit the record. For more information, please see Viewing Constituent Contact Tracking Records. Screen Element Description Contact Date Displays the date of contact for the contact tracking record. Contact Type Displays the contact type for the contact tracking record. Values are populated based on the non-fixed MRM "CALL_TYPE" system type. Details Displays the details of the contact tracking record. View All Click this link to open the Contact Tracking tab, where all contact tracking records for the constituent can be viewed. Create New Click this button to create a new contact tracking record. Orders and Donations The Orders and Donations tab in the Latest Interactions section displays a list of the last five orders and donations in which this constituent is the bill-to or ship-to. If more than five orders occurred on a particular day, click the View All link to open the Orders and Donations screen for the constituent. Screen Element Description Order Line Date Displays the order date of the order line. Order Number / Line Number Displays the order and order line numbers of the order line. Description Displays the description of the order line. View All Click this link to open the Orders tab, where all orders for the constituent can be viewed. Receipts The Receipts tab displays a list of the last five receipts in which this constituent is the pay-to or bill-to. You can view the receipt review screen by clicking the arrow to the right of the receipt record in the grid. Additionally, you can View All Receipts or View All Unapplied Receipts for the constituent using the hyperlinks at the bottom of the grid.