As of 7.4.0SP1, constituent role codes can be assigned for individuals and companies. Constituent role codes are user-defined and identify the constituent in terms of the ways in which they interact with the organization. Constituent roles are often used by staff and volunteers used in fundraising to record information about current and former activities in the community and other accomplishments of the constituent.
The CUS REQ_USE_OF_CONSTITUENT_ROLES application parameter controls whether individuals and companies must have at least one constituent role. This parameter is set to "N" in the base application. It is not recommended that constituent roles be required, but if they are required users are given the ability to assign a constituent role for individuals and companies from the Customer Speed Form. For more information, see the setup of system type CONSTITUENT_ROLE.
Constituent role codes cannot be assigned to household members from this screen. Constituent role codes for the individual household members must be created from the constituent's record in CRM360®.
To view constituent roles assigned to household members in Household360:
1. From the Household Information task category in Household360, click Constituent Roles.
The Constituent Roles screen displays, as shown below.
2. Click the Main Page link to return to the overview page, as shown below.
