Entity records in ISP are designed to house numerous pieces of valuable information. Below is a breakdown of what you’ll find in an Individual record.
At the top of each record, you’ll find basic information, such as the name, Occupation, and Employer info. If there is any contribution information, you’ll see a wrench icon where you can choose to display Key Stats, such as Most Recent Contribution, Total Donations, Room to Max, and more. Room to Max shows the donor’s amount left to give for the upcoming election. If the donor has a contribution on their record toward the General election and the next election is the Primary, their Room to Max will be unaffected.
If contact information is available, such as Email or Phone, you’ll have options to call or email them directly and view their address on a map. You can find these options using the hotdog menu to the right of either the phone number or the address.
If you are a Federal filer and have a foreign address, the FEC recommends keeping the State Abbreviation blank and entering the City, County, and postal code in Address Line 2.
If you need to make any edits to the name and other basic individual information, click on the green triangle in the top right corner to display a window where edits can be made.
In nearly all of the sections on the page, you’ll have the option to add information. Again, this is done by clicking the green triangle in the right corner of the section. Some of these sections are Transactions, Flags, Relationships, Notes, and more.
If the individual is a Candidate of a committee, use the Candidate Info section on the right to add Office Sought or Office Held information. This data can play an important role in Compliance reports, including any affiliations to their committee in the Relationships section.
At the bottom of the page, you’ll find the Advanced Tools drop-up menu. Here you will see the following options:
- Combine Entities Logs: Allows you to view all of the records this record has been combined with.
- Convert to Organization: Allows you to quickly convert this record to an organization record.
- Copy to Another Account: If you need this record in another one of your databases, click this to quickly copy it over to an account of your choice.
- Delete/Make Inactive: The Delete option will not be available when the record contains critical information, such as financial transactions.
- Uncombine: Allows you to uncombine it from a record you accidentally combined it with.
Finally, you can print the record details or export it to a Call Sheet using the Print/Export button at the bottom of the screen. In the Advanced Tools option, you have the ability to change a record from Individual to Organization, or vice versa. You can also see if any combining happened with this record and undo that if desired.