Adding Constituents
Last updated
Last updated
To add a new constituent in the Constituent Module, follow these steps:
From the landing page of the Constituent Module, locate and click on the "Add New" button situated in the top right corner of the screen.
Clicking the "Add New" button will trigger the opening of the new constituent dialog. In the dialog, you will find fields for entering the constituent's First Name and Last Name. These are the only required fields. Fill in the necessary details.
Once you have entered the required information, click on the "Save" button to save the new constituent.
After saving, the constituent will be added to the table. Additionally, the sidebar will open, providing you with the opportunity to add more details and information for the constituent if needed.
By following these steps, you can successfully add a new constituent to your database using the Constituent Module.
Please keep in mind that using the "Add New" button to create a constituent in the Constituent Module is a simple and quick method that bypasses the intended registration process.
It's important to note that the "New Registration" button is specifically designed to guide you through the registration process, starting with the Parent registration. This process ensures that all necessary information is captured accurately and in the intended order.
While the "Add New" button provides a convenient way to swiftly add a constituent to the database, it may not include all the required fields or follow the specific registration flow designed for comprehensive data collection.
Therefore, if you require a more thorough and complete registration process, it is recommended to utilize the "New Registration" button rather than solely relying on the "Add New" button for adding constituents.
