Note: A constituent batch can only be used to add new constituents. It cannot be used to update existing records. However, when adding a new constituent, they can be linked to an existing organization relationship. The following instructions explain how to do this.

 

     
    • On the Fields tab, include the following fields from the Organization Relationship section:
      • Organization Relationship Org Name
         
      • Organization Relationship Is Contact
         
      • Organization Relationship Contact Type
         
      • Organization Relationship Position
         
      • Organization Relationship Print Position
         
      • Organization Relationship Print Org Name
       

       

      • Click Data Entry


         
      • Click the binoculars in the Organization Relationship Org. Name field in the batch to search for the organization.


         
      • Commit the batch