Bio 1

The Bio 1 tab is where you should add basic biographical data about a supporter. Of particular note are the following fields:

Last name (Surname) – This is a required field. If this is an email only record then enter the email address here

First name – Only put a single first name here. Never put the name of a couple e.g. never write “Terry and June”. Both Terry and June should have their own records














Bio 2

The Bio 2 is not used very much. However we do store constituent codes here which are very important..













This is where you will see an overview of the gifts or donations that the supporter has made to the organisation. You can drill down into specific gifts by double clicking on the row.