Constituents
Households, relationships, merging, deceased constituents, duplicates, memberships
- Checking for and managing duplicates
- Customizing addressee and salutation fields
- Best practices: Using Groups in LGL
- Best practices: Using Groups in conjunction with class-year affiliation fields
- Enabling automatic soft crediting by relationship types
- Constituent PDF profiles
- Managing birthdays and birthday reminders
- Working with constituent records
- Customizing the order and display of constituent menu items
- Working with stewards
- Enable automatic address and phone number deduplication
- Using notes to track additional information
- Tracking emergency contact information
- Set your default gift type filters and customize Giving Status definitions
- NCOA service through LGL – Discontinued
- Can I make a constituent inactive?
- Updating a constituent record when there's been a divorce or separation
- Best practices: Entering constituent records for donor-advised fund gifts
- Best Practices: When to use the LGL Memberships setting