- Open a constituent record
- Go to View in the Menu bar
- Select Custom View
- Choose <Edit Mode>
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When opening a constituent record, there are different options for viewing the information. Custom views allow for users to see specific information when opening a record, and this view would not have all the Tabs that users normally see.
For example, Raiser's Edge has a few Custom Views that exist in the database. One will only display Action and Notes from the constituent record. The background may appear yellow as well, but not list other details from the constituent that should be available to the user.