More information

Add Constituents

Find Constituents

List Constituents

Constituent Profile

Wealth Engine Setup

Using the Wealth Engine

Salutations

Adding a Document to the Constituent Profile.

Constituents

A constituent is the individual or corporation donating or contributing a gift payment or service. Use the topics in this section to learn more about adding and working with constituents in netFORUM.

The five standard Group Item Links (Add, Find, List, Run Query, Query Central), are available in the Constituents group item.

Navigating to the Constituent Profile

The Constituent Profile is displayed once you have added a new CRM record as a Constituent in the netFORUM application. If you want to navigate to and view a specific profile page:

Depending upon which Constituent you choose, its Constituent Profile will display.