How to Add a New Constituent

Adding a new constituent record to your database is straightforward and can be completed in just a few steps.

1. Navigate to the Constituents module from the main menu.
2. Click the "Add Constituent" button located in the top-right corner of the screen.
3. A new constituent form will open with required and optional fields.

Add Constituent button in the Constituents module

New constituent form with required fields

Essential Information

1. Enter the constituent's first name in the "First Name" field (required).
2. Enter the constituent's last name in the "Last Name" field (required).
3. Select the constituent type: Individual, Organization, or Household (required).
4. Fill in at least one contact method: email address or phone number.
5. Click "Save" to create the constituent record.

Contact and Address Details

• Email address: Primary email for communications
• Phone number: Primary phone contact number
• Address: Full mailing address including street, city, state, and zip code
• Organization: Company or institution affiliation
• Title/Position: Job title or role

• Pro Tip 1: Complete as much information as possible during initial creation to minimize future edits
• Pro Tip 2: Use the validation messages to ensure all required fields are properly formatted