In This Article:

    Constituent Configuration - Constituent Section - DP

    In This Article:

      You can configure the drop down boxes that appear within the Constituent screens under Constituent Configuration. The items that can be configured are Constituent Titles, Name Suffixes, Races, Organization Types, Individual Types, Constituent Groups, Religions and Relations. In order to modify the Constituent Configuration screen, you must have been assigned Configuration Edit Rights. For additional information see your System Administrator or view An Overview of Roles in the Help file.

      All items are modified in the same manner. Follow these steps to add an item to a drop down list. Close any open Constituent windows. From the main menu, select Manage and then Configuration. The Configuration window will be displayed. Select Constituent from the Configuration Explorer panel. On the Main tab, select the options you wish to modify and select either Add, Edit, or Delete. Your modifications are automatically saved to the database and will be applied to all existing constituents and available to new constituents.

      You may also configure the selection of options available on the Contacts Panel for Correspondence Reasons and the Social and URL contact types. From the main menu, select Manage and then Configuration. The Configuration window will be displayed. Select Constituent from the Configuration Explorer panel and then the Contact tab. Select the options you wish to modify.

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