How to Edit a Constituent Profile

Update constituent information by entering edit mode on their profile. This guide walks you through the editing process.

1. Navigate to the Constituents module.
2. Search for or locate the constituent you wish to edit.
3. Click on the constituent's name to open their full profile.
4. Click on the field you would like to update (name, address, email, etc.)
5. Click the save button to commit your changes to the database.

Editable Fields

• Contact information: name, email, phone, address
• Organization details: company, title, department
• Custom fields: user-defined fields specific to your organization
• Personal notes: internal comments and reminders

• Pro Tip 1: Changes are saved immediately when you click Save—there's no unsaved work warning
• Pro Tip 2: The Action History log tracks all edits for audit trail purposes