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
- Individual: First Name, Last Name
- 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
, multiple selections available, Use left or right arrow keys to navigate selected items