Constituent Maintenance: An Overview

In the Tools tab, you will find a feature called Constituent Maintenance. 

The Constituent Maintenance feature allows you to review any constituents that have been marked for maintenance. Constituent records can end up in this area because: 

• The record was created by Artez, Bidding for Good, or First Giving; or
• The display name needs to be updated because it is a duplicate of another name in the database, and you need to merge or approve the newly created constituent 

You can do a bulk review of these constituents by selecting the constituents and marking them for review. 

Once reviewed, those constituents will no longer appear in the "Constituents for Review" area. 

Note that prior to being marked for review, constituents will also have a flag in their constituent profile noting that they need be reviewed: