Viewing a Constituent s Financials Paige Freeman June 13, 2023 16:58 Updated Viewing a Constituent's Financials Click here to see this page in full context Home > Customer Relationship Management (CRM) > Working with Customers > Financials > Overview Viewing a Customer's Financials To access financial information, click the Financials tab at the top of the Customer Summary. For more information on each of these options, please see below: Viewing a Customer's Coupon Information Viewing a Customer's Orders and Donations Viewing a Customer's Credit Limits Viewing and Updating a Customer's Dues Basis Viewing and Updating a Customer's Saved Credit Cards Viewing a Customer's Tax Exempt Info Viewing and Updating a Customer's Saved EFT Information Viewing a Customer's Financial Assistance Information Viewing a Customer's Gift Certificates Questions? Contact us at documentation@personifycorp.com © Personify, Inc. All Rights Reserved.