A constituent can be added from the Constituents grid by clicking on +New. You can add a new:
- Contact - an individual person
- Company - an organization
- Household - a special constituent record that links together individual (contact) constituent records
When you select the type of new record to add, a new window will open to allow you to check to see if the constituent is already in the database. You can enter the Email, Last Name/Company Name or First Name and click on Search to see if there are any records that are an exact match or a sound match. If you find a match you can select the name and click Continue to go to their record. If you don't find a match, click on Skip to proceed to the entry page.
You have the option of doing a Full add, which allows you to enter data in all the profile page fields.
Or, you can do a Quick add, which is limited to name, email, address, and phone number fields. When you have finished adding the information, click on Save to create the new constituent record. If you have more records to add, you can click on Save and New to create another new constituent record that is the same type.
If you are in a constituent's record, you can also add a new constituent of the same type by clicking on Save and New from the top of the constituent's profile page.
