When the constituent is automatched the unlink button is grayed out. The upper right corner of the constituent linking box will say automatched. Searching for the correct constituent will correct the link. Follow the steps below to link the correct constituent.
  1. Click the transaction from the left hand side of the transaction window
  2. Click Find Constituent button
  3. Enter appropriate search information to find the correct constituent
  4. Click Find Now
  5. Select the correct constituent from the list of constituents at the bottom of the window
  6. Click Link ConstituentChoose Selected Constituent
If the constituent does not exist, create a new constituent:
  1. Click Create New
  2. Choose Create Constituent or Create Constituent and Edit