Working with Constituents in CRM360

The CRM360 screen will serve as your one-stop-shop for all essential customer data that is easy to update and maintain.

Categories (6)

Navigating CRM360

Navigation is the best place to start to get you acquainted with the CRM360 interface. Use these articles to help you maneuver the CRM360 home page.
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Relationships & Personify

Relationships play a vital role in Personify. Knowing how constituents relate to each other provides valuable information.
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Working with Constituent Involvement in CRM360

A constituent's involvement with the organization is based upon the membership and committee participation of the individual.
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Working with Constituent Preferences in CRM360

Constituent preferences can store everything from list demographics, special needs, special interests and more!
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Background Information in CRM360

Personify CRM360 Background Information holds very important pieces of information regarding a constituent such as their demographics, contact information, license and education information, and much more.
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Financial Data in CRM360

Articles relating to constituents' financial data can be found in this category.
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Articles (6)

Pinned Article Constituent Record Updates in Personify

Company Records

Individual Records

Keep Best Practices with Constituent Data Update List Demographics

Sharing Updates Across Organizations

Working with Constituents in CRM360