Constituents
Understanding Constituents
Constituents are the heart of Compass-360 (C360). Almost every type of record will link back to a constituent, whether it be a payment, attendance record, or questionnaire...
Navigating Constituents
There are three main parts to the Constituent Module: search, view (the table) and the detail sidebar. No constituents will populate when you first navigate to the...
Adding a Constituent
From the Constituent Module landing page, select the Add New button in the top right corner. This will prompt the new constituent dialog to open. First and...
Constituent Details
Editing Information You can manage all aspects of a constituent from the sidebar. In the sidebar will be summary sections, which once expanded will show the detail....
Printing Check-In Cards
A check-in or scan-in card allows a Participant to check in at the front door using a handheld USB barcode reader or the device webcam. You can...
Deleting a Constituent
Open the sidebar for the constituent you wish to delete. Click the more icon underneath the constituent’s Persona/s (…) and click Delete. When deleting a constituent, we...