Relationship Profile

The Relationship Profile (see screen shot located below) summarizes key information about a constituent and puts it in one place for you.  Three primary sections make up the Relationship Profile. 

Donor vitals and basic information can be found in the top section, where the essential information like name, preferred contact information, primary relationship type and status, gender, employment, age, and spouse information are displayed. 

The middle section is comprised of donor background & information, and shows:

• Degrees and affiliations, including preferred class year and participations.
• Contact information, including home and business addresses.
• Prospect information, including the constituent’s Reeher Predictive Scores. 

Finally, the third section shows Donor Activity and Interactions, by using three tabs:

• Donor Analytics, which features the constituents’ donation history and trends, a chart of the trailing 10 years of giving, and a table displaying the donors’ designations.
• Activity History, which displays all officer contact and activities related to the constituent.
• Attachments, which allows users to upload and share files of information with other users in regards to the constituent.  In addition, you can also upload a picture of the constituent by using the functionality on the Attachments Tab.  Simply upload your image then select the action called Save as Profile Picture.

All users will always have access to the content shown in top two sections of Relationship Profile, but the content provided in the Tabs of the Relationship Profile can be controlled through the Profile tool in Control Panel.