The Constituent Card is the summary panel at the top of a person's record. It shows who they are at a glance, so you can see the essentials without opening the full constituent record.

Where the card appears

The card sits at the top of an affiliate record's Details page, for example a Donor, Member, Volunteer, or Delegate. Click the Constituent ID link on the card to open the person's full constituent record in a new tab.

What the card shows

• Photo, name, and email: the email is a clickable link, and when editing is allowed you can click the photo to upload or change it.
• Type and role badges: the constituent type (Individual, Organization, or Household) plus every role the person holds (Donor, Member, Volunteer, Board Member, Staff Member, and so on).
• Restriction badges: Do Not Solicit, Do Not Email, or Do Not Call, whenever any are set.
• Age, Height, and Weight.
• Address and contact details: Best Contact Method, Best Time, and Cell, Home, and Work phone numbers.
• Organization segments: Chapter, Division, Department, and (for political teams) District and Precinct.

Using the card

Glance at the badges before you reach out. The role badges tell you how the person is connected to your organization, and the restriction badges warn you if they have asked not to be contacted a certain way. Use the Constituent ID link when you need the person's full record, contact details, and history.