Steps for adding a constituent account.
  1. Click on the down arrow next to Accounts in the menu bar
  2. Click on Add an Account
  3. Check Constituent under Roles
  4. Choose a Name Format: Individual, Business, or Family
  5. Fill in the First and Last Name (if Individual), Account Name and Sort Name
  6. Fill in the Address, City, State, Postal Code, Phone Number, and Email information
  7. Fill in or select any applicable User Defined Fields
  8.  Click Save And in the Tasks menu