Constituents
Constituents are the heart of Compass-360. Almost every type of record will link back to a constituent, whether it be a payment, attendance record, or questionnaire submission. There are various types of constituent types: Individual, Organization, Corporation, Household and School. Furthermore, there are various customizable subtypes of constituents.
While clean-up tools are available within Compass-360, it relies on you and your team to act upon them. Additionally, setting best practices and SOP’s within your organization is crucial to keep a well maintained database.
Constituent Record
As your organization comes into contact with new supporters, you will want to track basic information on these supporters in Compass-360. You can do that by adding...
Merge Duplicate Constituents
If you have duplicate constituents in Compass-360, you can merge the constituents together so that all of the ancillary data associated with the Constituent (i.e. donations, attendee...
Custom Relationships
Compass-360 comes with a default set of relationships. However, sometimes you need to create you own. Thankfully, Compass-360 allows you to create a relationship structure tailored to...
Note Categories
If you use the Notes feature in Compass-360 so that you can take notes on your constituents, you can add custom Note Categories as needed. Navigate to...
Adding Custom Tags
Compass-360 has a preconfigured list of common tags, but you can add custom tags, often unique to a data point your organization collects, that you can better...
Adding Custom Prefix and Suffix
If you need to add custom prefix or suffix to more accurately describe your constituents names, you can do so in the Site Setup module. Navigate to...
Merging Duplicate Constituent Profiles
If your constituents have duplicate profiles on their constituent record, you can Merge those profiles together. Run a query to show all constituents with multiple profiles. From...
Adding Constituent Sub Types
If you need to further categorize your constituents, you can do so by creating Constituents Sub Types. Navigate to the Site Setup module. In the Select list...
Cleaning Up Constituent Salutations
Before printing or emailing invoices or thank you letters, you’ll want to make sure the salutations for your guests are correct. You can check and clean up...
Moves Management
Project, track and report on your major gifts (or any demographic strategy) using the Moves Management tool in the Constituent Module. Building a Life Cycle Commonly referred...