Directories
Delightful Labor provides you with three people directories to help organize and view your constituents. You can view people:
- by last name
- by relationships to other constituents (more info here)
- by household (more info here)
Directory by Last Name
The traditional directory is by last name. To view this directory, select "People / Directories / Directory by Last Name":
You will now see a list of people whose last name begins with "A". Click on a letter to view people whose last name begins with a different letter.
To view all your constituents, click the "*":
To view your constituents whose last name does not begin with the letters A-Z, click the "#" sign:
From the people directory listing, you can view the people record:
You can view the associated household:
You can view the constituent's gift history or add a new gift:
You can also view the constituent's sponsorships or add a new sponsorship:
The Relationship Directory
You can view your constituents and at a glance see how they are related to other supporters of your organization. To view the relationship directory, select "People / Directories / Relationship Directory":
You will now see your constituents, ordered by last name. The rightmost column lists all their relationships, both from the constituent to another, and vice-versa.
From the relationship directory, you can view the people record.
You can view the household record:
You can also view the records of the people that are related to your constituent:
Household Directory
You can view your constituents base on their household. To view this directory, select "People / Directories / Household Directory":
You will see your households, ordered by the last name of the head-of-household. Note that in addition to the household members being displayed in the right column, the household members' relationships are also displayed.
From this directory you can view the household record:
You can also view the people records of the household members.
