Constituent Record - Dashboard

This article covers the contents of the Dashboard record tab of the constituent record.

Dashboard_Tab.png

Dashboard Tab

The Dashboard tab of a constituent record provides a summary of the record's personal information. The dashboard tab is made up of three sections, top, bottom, and right. 

Top Section

The top section of the dashboard tab can be customized using a dashboard query. Custom, read-only information about the constituent record can be displayed here. By default this section is blank.  

Top Section of Constituent Record's Dashboard Tab

 

Bottom Section

The bottom section displays a summary of the constituent's biographic information, activity history, recent interactions, academic history, and employment history.  

Bottom Section of Constituent Record's Dashboard Tab

Biographic
Displays sex, birthdate, age, citizenship and race information.
Activity History
Review constituent engagement using this display of interactions along a timeline. The activities tracked on the timeline are interactions: events, logins, emails sent, emails opened, and emails clicked.  
Interactions
Displays the three most recent interactions 
Academic History
Displays three institutions from the Schools section ordered by the rank overall of the institution on the record.
Employment History
Displays the three most recent jobs from the jobs section.

 

Right Section 

The right section displays the constituent's address, contact information, record tags, unsubscribe requests, record status history, populations, and events.  

Right Section of Constituent Record's Dashboard Tab

Address
Displays the rank one overall address (also referred to as Active Address) with the addresses location being indicated on a map.
Contact
Displays the rank one email, phone, mobile, and evening phone number from the device tab on the Contact / Address section.
Tags
All person-scoped tags are displayed here, with the ability for administrators to assign or un-assign a tag to a constituent record by clicking it.
Unsubscribe Requests
Appears when message groups are created. This section is used to opt the constituent record out from future communications from a selected message group. Like tags, an administrator can assign and un-assign a constituent to a message group.
Status History
Displays a history of changes to the constituent records status. Found in the upper right corner of the record, next to the nine digit Slate Reference ID. 
Populations
Displays any populations to which the constituent record is currently assigned.
Events
Displays any recent events for which the constituent has registered. 

 

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