Familiarize yourself with constituent profiles by completing these 3 steps in your FastFund environment:
- Navigate to the Constituent List: Go to Lists > Constituents from the Main Menu. Notice how the list displays both “Ind” (Individual) and “Org” (Organization) in the Type column.
- Review a Constituent Profile: Click on an Individual constituent’s name to open their Details screen. Locate the Donor Tags and Flags in the header. Expand the + Miscellaneous section at the bottom to view their employer and salutation fields.
- Locate Sub-Classes: Look at the top right corner of the constituent’s header under the Receipt Type. Check if there are any blue linked Sub Classes (like Client or Vendor). If there are, click the link to observe how the system seamlessly navigates you to their secondary entity profile.