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 database.
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 full name (first and last) in the Name field (required).
2. Click "Add" 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