Create new Constituent

Always double-check for a constituent in TMS prior to adding a new constituent record.

Step-by-step guide

Click the Add New Record button
Select Constituent in the drop down menu
Select Constituent Type (Individual, Institution, or Collaboration)
Enter names in primary fields
1. Individual: First Name, Last Name
2. Institution: Institution (not Last Name)
Click in Display Name to select complete name for display
Click in Alpha Sort to select sort order
Click Add to save and create record