What if the matching constituent does not exist yet?
Modified on: Fri, Jul 1, 2022 at 4:35 PM
If the constituent is not listed in the pull down search menu under Select Constituent, click the Add Constituent icon next to the Matching Constituent title. A new window will open to allow you to add the new constituent, which defaults to a Company profile type. Enter the new information and click the green Save button on the bottom left corner. The new constituent will now be found in the Select Constituent pull down search menu.
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