Constituents

In Personify, there are three types of constituents, Individuals, companies, and committees.

Categories (6)

Overview

Get acquainted with Personify's Constituent or Customer subsystem. This is the heart of the association management software. Learn all about the individuals, companies and committees that the AOA uses to further the field of Optometry.
Expand

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.
Expand

Creating New Constituents

Though not a common practice, it's important to know how constituents are created in Personify. Learn about the creation of Company and Individual constituents.
Expand

Contact Tracking

Contact Tracking is a powerful tool to track the contact an association has with it's constituents. The association has a tracked history of all communication with members, non-members, companies, and committees in Personify.
Expand

Duplicate Constituents

Duplicates happen, learn how you can prevent and assist in the process to cleanup records.
Expand

Politicians & Personify

Personify can track politicians in the system via relationships, committees, and linked addresses. These connections will allow organizations track how users can advocate for their profession. The individuals are linked to a government facility along with an employment relationship. Relationships link politicians to other individuals as rivals, influencers, and key person liaisons. A committee will track the politician’s affiliation and district number.
Expand

Articles (2)

Accessing & Using the Customer Quick View

Customer Quick View Components