While editing a constituent, you have the option to change the profile of a constituent so that you can correct or update the profile should any of the details be entered incorrectly or out of date.
Changing Constituent Profile:
- To make this change you would go to the Donor you're needing to make this change to, and within the Constituent Summary you will see the name of the donor and also the current profile type icon. To edit this you will click on the profile type, and the available profile types will appear (See below)
When changing from an Individual profile to a household or Corporate Constituent, Giftworks will make you aware or the changes that will occur on the profile details as shown below which you will need to confirm prior to change happening on the database.
First and last name will no longer appear and will be replaced with the Display Name Only. The full listing of fields that will change over are displayed in the screen shot below:
If you are changing a Constituent profile to a Company profile, you will receive a warning prompt letting you know the following items will be lost:
If you have any questions, please contact our Customer Care Team by email at email@example.com or call us at 800-687-8505 opt 2 opt 4.