WARNING: This article is intended for use during your database conversion. If you are not currently converting your legacy database to Bloomerang, please select a different article from the knowledgebase. 

Personal Information is found on the Constituent Profile Tab.

Steps:

  1. Click Constituents icon 
  2. Open a Test Individual Constituent Record
  3. Click on the Profile Tab and look at the Personal Information section and verify all relevant information is correct: 
    • Facebook link
    • Twitter Handle
    • Linkden Profile
    • Personal or Organization Website
    • Gender 
    • Birthdate
    • Employer
    • Job Title

If anything is incorrect, record the information to the Revisions Needed List. Use specific examples (ID, examples of what is incorrect) and record what should be present in the record.

Note: We can only convert information that exists in your legacy database. You can always update Constituent records once you are live.