Constituent Profiles

What is the Family field used for?
On the constituent's profile page, the Family field is used to identify the family the constituent is a member of. You can also link constituents togeth...
Thu, 18 Apr, 2024 at 9:11 AM
How do I add or update constituent payment information?
Go to the payments options tab on the constituent record.  This will show payment methods that this constituent has saved. You can add or delete payment met...
Sat, 20 Jul, 2024 at 3:18 PM
Updating a Constituent Credit Card
For any Constituent who you need updated credit card information for you can now direct them to a secure online form to capture that information. Within a C...
Sat, 20 Jul, 2024 at 2:01 PM
How do I see if someone has a gift card balance?
Go to the constituent's record and navigate to their Payment Options Tab. Under Gift Card Balance you can see: Gift Card Number Date Purchased Ticke...
Sat, 20 Jul, 2024 at 3:26 PM