Adding Constituents

How do I add new constituent?
A constituent can be added a few different ways: From any grid, you can click on the green +New button and select Contact or Company If you are in a ...
Thu, Jan 28, 2016 at 8:29 AM
What is the difference between a contact and a company?
A contact is an individual person and a company is an entity.
Thu, Jan 28, 2016 at 8:30 AM
What is the difference between the Full & Quick tabs on the profile?
The quick tab allows you to enter the basic information about a constituent – mostly their name and contact information. The full tab allows you to enter an...
Thu, Jan 28, 2016 at 8:30 AM