/
Create new Constituent

Create new Constituent

Oct 06, 2023

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