People Module
Table of Contents
- Summary
- Business Value
- Key Concepts & Glossary
- Access & Availability
- Getting Started
- FAQ
- Features
- AI Assistant for People
- Version History
Summary
The People module is your system’s central hub for storing, organizing, and understanding everyone your organization touches—from volunteers to donors to program participants.
Business Value
- Single Source of Truth – Eliminate duplicate spreadsheets and unify data for better decision‑making.
- Deeper Relationships – Know each Constituent’s history so every interaction feels personal.
- Smarter Targeting – Tags, smart segments, and powerful filters help you reach the right audience fast.
- Clean & Compliant – Built‑in duplicate detection and consent tracking keep your data accurate and privacy‑first.
Key Concepts & Glossary
| Term | Definition |
|---|---|
| Constituent | An individual record representing a real human. Stores profile details, contact info, and activity. |
| Household | A grouping of related Constituents who share an address or finances. Useful for consolidated mailings and giving summaries. |
| Tag | A flexible label applied to one or many Constituents for quick grouping or segmentation. |
| Activity Timeline | Chronological log of Constituent interaction: communications, payments, attendance, notes, etc. |
Access & Availability
| Plan | Included Features |
|---|---|
| Starter | Core record management, Tags, Import/Export |
| Pro | Everything in Starter plus Smart Segments, Duplicate Detection, and API access |
| Enterprise | Everything in Pro plus advanced permissions, audit logs, and sandbox environments |
Getting Started
- Add a Constituent → People → New Constituent
- Import your list use the import tool by uploading a csv and mapping your data.
- Create a new Tag and add it to a Constituent's profile.
Need a quick walkthrough? Watch the 3‑minute People Quick‑Start video.
FAQs
Do household gifts roll up automatically?
Yes, donations attributed to any household member aggregate on the household record.
Is duplicate detection automatic?
Pro & Enterprise plans run nightly dedupe scans; Starter users can trigger manual checks.
Features
Current Features
Create a new Constituent record
Create a new Constituent with contact information and details.
Guide
Import Constituents
Bulk import Constituents from CSV files or other systems.
Search & Filter your Constituent
Find Constituents using powerful search and filtering tools.
Guide
Constituent Profile
View comprehensive profile pages with all Constituent details and history.
Guide
Edit a Constituent record
Modify and update existing Constituent information.
Tags
Apply flexible labels to organize and categorize Constituents.
Guide
Activity Timeline
Track chronological history of interactions.
View & Manage Households
Organize related Constituents into Households for shared communications.
🔮 Coming Soon
🚧 Custom Data Fields
Collect any data you want about your Constituents.🚧 Smart Segments
Automated tags based on Constituent behavior that update automatically.🗓️ Find & Merge Duplicates
Automatically detect and merge duplicate Constituent records.🗓️ Export
Export Constituents data to CSV, Excel, or other formats.🗓️ Notes
Add and manage private notes and comments on Constituent records.🗓️ Extended Relationships
Define and track relationships between Constituents and organizations.Status Key: 🧪 beta | 🚧 in progress | 🗓️ planned | 💡 requested
AI Assistant (alpha)
What the AI Assistant can do with Constituents
Note: The AI Assistant is currently available to early adopters as part of our Private Alpha release. In early versions the Assistant's capabilities will be limited and may change often.
The current version of your Assistant will be limited to performing actions within the application, effectively acting as a co-pilot who can navigate and take actions within the application UI.
Things You Can Try Today
- Try a Simple Search: "Show me all Constituents who have a 'big-donors' tag"
- Create a Basic Record: "Add a new Constituent named John Smith with email john@example.com"
- Navigate Within the App: "Take me to John Smith's profile"
- Ask for Help: "How do households work in FundiFI?"