To add a bank/financial institution to a constituent record:

 
     
    • Open the constituent record
       
    • Select the Relationships tab
       
    • In the left pane, select Bank/Financial Institutions
       
    • Click New Bank/Financial Institution
       
    • Enter the information for the bank/branch. If appropriate, mark Primary bank information.
       
    • Save and close the bank/branch
       
     

    To add a bank/financial institution to a gift record:

     
       
      • Add a gift for the constituent
         
      • Select a Pay Method of Personal Check, Business Check, or Direct Debit (or Standing Order in the UK)
         
      • Click the New Bank icon to the right of the Bank field
         
      • In the search screen, search for an existing Bank/Branch. If none is found, click Add New.
         
      • Enter the information for the bank/branch. If appropriate, mark Primary bank information.
         
      • Save and close the bank/branch
         
      • The bank now appears in the Bank field drop-down on the gift record. The bank is also added to the Relationships tab of the constituent record.
         
      Important:
      When adding bank account information for a Direct Debit in the UK or SEPA Direct Debit in Europe please ensure the Account Name field on the constituent bank is populated as the Account Name field from the bank record is included in the EFT Transmission File