Constituents Grid
On the CRM and Personal Dashboard, the “CRM – Statistics” graphic can now be filtered based on a Constituent Category. Clicking on the dropdown field in the...
Fri, 19 Jul, 2024 at 3:20 PM
Direct emails are a fast and easy way to get an email out to one or many constituents, depending on your needs. To send out a single email, you can click on...
Wed, 8 Jul, 2026 at 4:42 PM
The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information f...
Fri, 4 Oct, 2024 at 11:05 AM
Constituent Definition In AssociationSphere, a constituent is any contact record in the database. This could include members, non-members, vendors, spon...
Thu, 12 Feb, 2026 at 1:17 PM
You can generate a Year-End Letter within the Constituents Grid using the Mail Merge feature. First, create a letter in Mail Merge Templates to act as...
Tue, 1 Sep, 2026 at 12:13 PM