Constituent Management

Constituent Management

How to add an Organization record in D-Hub
Content 0:13 Organization record information 0:31 Search for record 0:52 Adding an organization record 2:23 Adding a relation to the organization re...
Thu, 10 Feb, 2022 12:09 PM
Add or update individual relationship contact in D-Hub
How to add or update individual relationship contact in D-Hub
Tue, 1 Sep, 2020 3:50 PM
How to add a Household constituent record in D-Hub
View the attached document on how to add a household constituent record in D-Hub.
Fri, 4 Sep, 2020 4:23 PM
How to merge duplicate records in D-Hub
How to merge duplicate records in D-Hub
Mon, 15 Apr, 2024 4:21 PM
How to add a constituent interaction in D-Hub
The document outlines the steps on how to add constituent interactions in a constituent record.
Wed, 7 Oct, 2020 1:22 PM
D-Hub Constituents' Naming Rules
The document includes naming conventions to consider when adding a new constituent record in D-Hub. Last updated Apr 2023 Thank you In...
Tue, 18 Apr, 2023 4:19 PM
Constituency code and definitions
List of D-Hub Constituency codes and definitions
Thu, 17 Feb, 2022 2:06 PM
How to add an individual record in D-Hub
Add Individual Constituent Search for constituent  Tips on how to search Add constituent record Duplicate constituent screen
Thu, 5 May, 2022 10:53 AM
Business rules for “once” solicitation codes in DRM
Business rules for “once” solicitation codes in DRM 
Thu, 6 Apr, 2023 10:36 AM