Skip to main content

Viewing a Constituent's Profile

Overview​

Learn how to navigate and understand Constituent profile pages, which serve as the central hub for all information about an individual including their contact details, activity history, and relationships.

Time to complete: 2-3 minutes
Difficulty: Beginner
Prerequisites: Access to People module with existing Constituents

Quick Start​

  1. Open the AI Assistant panel by pressing Ctrl + K or clicking the Assistant icon
  2. Ask to navigate to any Constituent:
    • "Show me Tracy Brown's profile"
    • "Open John Smith's profile page"
    • "Take me to the profile for beverly48@richards.biz"
    • "Find and open Maria Garcia's contact details"
  3. The Assistant navigates directly to their profile
  4. Ask follow-up questions about what you see:
    • "When was Tracy's last donation?"
    • "What tags does this Constituent have?"
    • "Show me their household members"

Method 2: Manual Navigation​

  1. Search for the Constituent using the People search bar
  2. Click on their name in the search results
  3. Navigate using the profile tabs (Profile, Activity, Relationships)
  4. Use the Edit buttons to modify information as needed

🤖 AI Assistant Tip: Instead of searching and clicking, just tell the Assistant whose profile you want to see. "

Profile Page Structure​

Header Section​

The top of every profile contains:

  • Constituent Avatar - Colored circle with initials if no photo uploaded
  • Full Name - Primary identifier for the Constituent
  • Created Date - When this Constituent was added to your system
  • Three Main Tabs - Profile, Activity, Relationships

Profile Tab (Default View)​

The main information hub containing:

Profile Information Card:

  • Name, Gender, Birthday
  • Email address (with copy button)
  • Phone number (with copy button)
  • Edit Profile button (top right)

Address Information Card:

  • Complete street address (with copy button)
  • City, State, ZIP code
  • Edit Address button (top right)

Tags Section (Left Sidebar):

  • All tags applied to this Constituent
  • Dropdown to add new tags

Profile Tab Details​

Contact Information​

FieldPurposeActions Available
NamePrimary identificationClick Edit Profile to modify
EmailCommunication & identificationClick copy icon to copy address
PhoneAlternative communicationClick copy icon to copy number
BirthdayPersonal touch, age-based segmentationShows as month/day/year

Address Information​

FieldPurposeNotes
Household NameLinks to shared householdClick to view other household members
Street AddressMailing and location dataCopy button for easy use
City/State/ZIPGeographic segmentationUsed for location-based filtering

Tags Management​

  • View all tags applied to this Constituent
  • Add new tags using the dropdown selector
  • Remove tags by clicking the X on existing tags
  • Create new tags if needed options don't exist

Activity Tab​

What You'll See​

The Activity tab shows a chronological timeline of all interactions:

Types of Activities:

  • Profile Updates - When information was changed and by whom
  • Email Communications - Sent emails, opens, clicks
  • Donations & Payments - All financial transactions
  • Event Participation - Registrations, attendance, check-ins
  • Tag Changes - When tags were added or removed
  • Notes - Staff comments and observations
  • System Events - Imports, merges, automated actions

Activity Display:

  • Most recent first chronological order
  • Date and time stamps for each activity
  • User attribution showing who performed actions
  • Detailed descriptions of what happened

AI Assistant with Activity​

  • "When was Tracy's last donation?"
  • "Show me all emails sent to this Constituent"
  • "What events has John attended?"
  • "When were tags last updated for this person?"

Relationships Tab​

Household Connections​

The Relationships tab primarily shows household information:

Household Members:

  • All Constituents sharing the same address
  • Relationship indicators (Spouse, Child, Parent, etc.)
  • Primary contact designation
  • Quick links to other household member profiles

AI Assistant with Relationships​

  • "Who else lives in Tracy's household?"
  • "Show me this household's total giving"
  • "Are there any children in this household?"
  • "Take me to the primary contact for this household"

AI Assistant Examples​

  • "Open Sarah Johnson's profile"
  • "Show me the contact details for john@email.com"
  • "Take me to that volunteer from Portland"
  • "Find the profile for the board treasurer"

Information Queries​

  • "What's Tracy's phone number?"
  • "When was this Constituent last active?"
  • "How many donations has John made?"
  • "What tags does this person have?"

Quick Actions​

  • "Add 'volunteer coordinator' tag to Tracy"
  • "Update John's phone number to 555-123-4567"
  • "Show me other people in this household"

Best Practices​

✅ Do This​

  • Use the AI Assistant to jump directly to profiles without searching
  • Copy contact information using the copy buttons (more reliable than manual typing)
  • Review household connections before making contact (avoid duplicate outreach)

Common Profile Tasks​

Getting Contact Information​

For immediate use:

  1. Click copy buttons next to email/phone/address
  2. Ask the AI Assistant: "What's John's email address?"
  3. Use for communication in other systems or applications

Understanding Constituent History​

Before reaching out:

  1. Check Activity tab for recent interactions
  2. Review giving history and engagement level
  3. Look for any special tags indicating preferences or restrictions

Planning Household Communication​

For family outreach:

  1. Check Relationships tab for all household members
  2. Identify primary contact for household communications
  3. Review combined household activity for context

Quick Actions from Profile​

Direct Actions Available​

  • Edit Profile - Update contact information
  • Edit Address - Modify location details
  • Add Tags - Apply new categories or labels
  • Send Email - Launch email composer (coming soon)
  • Add Note - Record observations or next steps (coming soon)

AI Assistant Quick Actions​

  • "Edit Tracy's profile"
  • "Add 'major donor' tag to this Constituent"
  • "Update the phone number for John Smith"
  • "Send an email to this Constituent"
  • "Add a note about follow-up needed"

Troubleshooting​

Profile Won't Load​

  • Check your connection - Refresh the page
  • Verify Constituent exists - Try searching again
  • Clear browser cache if persistent issues
  • Ask AI Assistant: "Why can't I see John's profile?"

Household Confusion​

  • Check address matching - Households are typically grouped by address
  • Look for manual linking - Some households are manually created
  • Review relationship indicators - Not all household members are family
  • Ask AI Assistant: "Explain how this household is organized"

Video Walkthrough​

[Placeholder for 3-4 minute video showing profile navigation and key features]

Need Help?​

  • Email Support: support@FundiFI.app
  • AI Assistant: Ask "How do I..." for any profile-related questions