Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.


  1. Click Admin, Globally Add Records
  2. In the Add field, select Membership
  3. Click Include to select the constituents
  4. Click Membership Information and enter the appropriate information
  5. Click Save and Close on the Membership information window
  6. Click Add Now