Create new Constituent

Owned by Shelby Lakins
Oct 06, 2023
1 min read

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

Step-by-step guide

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




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