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.

Categories (4)

Changing a Primary Business Address

Changing addresses happen for various reasons. The two main reasons an individual is changing an address is if the business is relocating, or the individual is changing or adding a new employment opportunity.
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Solicitation in Personify

The AOA uses Personify to extract individuals for mailing and emailing lists. Understand the policy and procedures that align with Solicitation through Personify.
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Constituent Name Details

Name components and details are important to keep current in the database. Learn how to change someones name, add an alias, or update a salutation for an individual or company record.
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Constituent Demographics

Demographics pertain to our individual, company, and committee constituents in Personify. Each group is a little different, learn all about them here.
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Articles (9)

Changing and Adding Contact Information

Constituent Contact Information

Constituent Education

Constituent Emergency Contact Information

Constituent Files

Inactive Contact Information

License Information (Video)

Licensing Information

Miscellaneous Comments on Constituents