1. To enter a new Constituent, open the Records module on The Raiser's Edge navigation bar.
  2. Click the New Individual or New Organization button depending on the type of constituent. Note: If you are entering an estate, add it as an organization record.
  3. Once the new Constituent record window appears, enter the appropriate information in the tabs located on the record. Required fields are shaded. When entering an organization's name, add a backslash (\) before the letter you want to alphabetize by. For example, The\ABC Company or The Estate of John\Doe. For more information, refer to How to format an organization name that contains 'The' so it is not alphabetized based on 'The'.
  4. Click Save and Close.