Understanding the Constituents Module

The Constituents module in Humanitru is the central hub for managing all donor and supporter records. This comprehensive guide covers the key features and functionality you'll use daily.

Accessing the Constituents Module

1. Access the Constituents module by navigating to /constituents in your browser URL bar or clicking the Constituents menu item in the main navigation.
2. The module displays a list view with constituent records organized in rows, showing key information such as name, contact details, and last interaction date.
3. At the top of the page, locate the Search bar for quick constituent lookups by name, email, or phone number.
4. The Filter panel appears at the top of the screen, containing different filter options for refining your constituent list.
5. The "Add Constituent" button is positioned in the top-right area, allowing you to create new constituent records.

Constituents module main interface with list view, search bar, and filter panel

Constituent list columns showing name, contact details, and interaction history

Understanding the List View

• Each row represents a single constituent record with essential information at a glance
• Click on any constituent name to open their individual profile with detailed information
• Constituent profiles contain multiple tabs for managing different aspects of their record

• Pro Tip 1: Use the search bar as your first step when looking for a specific constituent—it's faster than scrolling through the entire list.
• Pro Tip 2: Combine multiple filters to create precise subsets of your constituent database.
• Pro Tip 3: The list view can be customized to show additional columns based on your organization's needs.