Groups/ households: Groups and households are away group constituents and originations together . While households keep track of giving and activities of every under roof; Constituent groups help you track the activities and giving of everyone included in the group. Groups can be committees or away to form a giving circle to pool fund together to donate to your organization in a joint effort.
Relationships: Relationships can also be used to link constituent records as well as groups and households.
- Organization relationships -are the businesses, churches, agencies, and other organizations that have an association with the constituent. For example, a constituent can be a member of a cultural organization, an employee of a business, or a board member of a nonprofit organization.
- Household relationships -show the association between constituent households and the constituents included in the households. A household can have multiple constituents as members, but a constituent can be a member of only one household.
- Group relationships -show the association between constituents and the constituent groups to which they belong. Group relationships include families made up of multiple households, giving circles, and family foundations.
- Employment history- allows you to track the employment history for constituents which includes job title, job category, and career level information. For organization constituents, you can view all employees, past, and present. For individual constituents, you can view a work history. You can use the employment history information as an added dimension in cultivation and solicitation. For example, you might hold a special networking event for individuals with jobs in similar categories.