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9.4. Creating New Records
There are several areas in Campaign Manager that you can select to create a new record.
1) Quick Search — you should search for the record before creating it to avoid duplicates, the option to make a new record appears with possible results, select the appropriate record type.
2) Contacts — +Create Button, choose record type to create
3) Transaction Entry — When entering transactions on the Register or from the Batch/Deposits screen, the option to make a new record appears as little icons on your entity name search results.
- single person icon = Individual record (also use for Candidate records)
- building icon = Organization record
- 3-person icon = Committee record
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