Constituent Profile

The Constituent Profile window holds specific data about your various constituents. This window is accessed when adding or modifying a constituent record (Development >Constituent >Change Profile or Manual Add). Use the tabs at the top of the Constituent Profile window to access forms that supply specific topics.  The "More" tab leads to additional constituent information.

Use the following links to view detailed information and instructions for each window form:

Constituent Profile Page 1

Constituent Profile Page 2

Groups

Activity

Interests

The More tab provides access to these entry forms:

Employment

Relationships

Degrees

Planned Gifts

Contacts

Prev Name

In addition to the data fields already available from the More tab, CAMS also provides a User Defined link in this window which can be used to capture additional data about constituents. The labels to these fields are configured according to your institution within the CAMS Manager module.

Wealth Data