First, we'll check to ensure that the account does not already exist. The steps to search for an account are available at Find an account by name.

If we cannot find an existing account, we'll create one using the steps listed below:
  1. Click Accounts
  2. Click Add an Account
  3. Ensure that the Constituent checkbox is marked below the Roles heading
  4. Below the Name and Recognition heading, select the appropriate Name Format from the drop down menu; for information about the different Name Formats, please see What are the differences between Individual, Family, and Business Name Formats?
  5. If the donor is an Individual, fill in the First and Last Name fields; the Account Name and Sort Name will automatically generate based on the organization's Data Entry Rules. If the donor is a Business or Family, fill in the Account Name field; the Sort Name will automatically generate based on the organization's Data Entry Rules.
  6. Below the Persona heading, select the appropriate Persona (address) type from the drop down menu
  7. Enter the donor's street address, email address, phone number, and any additional fields you'd like to include
    • ​Please note that the State field should be entered as the State or Province's two-letter abbreviation (for example, New York should read as NY)
  8. If there are any fields marked with a red dot or asterisk, complete those fields, as well (these are User Defined Fields and each database will have different requirements for these fields)
  9. Click Save and Go to Personas