What if the matching constituent does not exist yet?
Modified on: Thu, Jul 5, 2018 at 12:10 PM
If the constituent is not in the list you can add a new one by clicking on the “+” located to right of the drop down field. Select the Profile type to differentiate between a Company or an Individual. Once you fill in the necessary information for the new constituent and click Save – the new constituent will automatically be shown in the Matching Constituent field.
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