Constituent Contacts

The Constituent Contacts form is used to add, modify, or delete contacts for constituents. If contact entries are present in a student record, these contacts are copied to the constituent record during the Constituent Transfer process.

Please note the following regarding adding, modifying, and deleting contact records from Admissions and from Development:

If a link has been established between the student contact and constituent contact through the constituent transfer process , modifications made to student contact record will appear in the constituent contact record and vice versa.
Modifications to a contact record directly through Admissions >Contacts >Add/Change Contact will also be reflected in both constituent and student contact records, provided that the link has been established through the constituent transfer process.
If a student record has already been transferred to Development, adding a contact to a student record, either by selecting an existing contact record or adding a new contact, this new contact will NOT be added to the constituent record. If the student record is re-transferred to the Development module, this new contact will be copied to constituent at that time.
Adding new contacts either by selecting an existing contact record or adding a new contact to the constituent profile are NOT added to the student record.
Deleting a contact from the student record will NOT result in deletion of the same contact record in the constituent record.
Deleting a contact from the constituent record will NOT result in deletion of the same contact record in the student record.

Click here for step-by-step instructions for adding, modifying, and deleting constituent contact records.