Home → Campaign Manager → Records → Candidate Records - New Profile View
9.2. Candidate Records - New Profile View
The easiest way to add an FEC Candidate record to your database is by selecting FEC ID Lookup on the Tools Menu, then searching for the Candidate, and clicking Add Candidate. This will create their record with their appropriate FEC ID, Office, Jurisdiction, etc.
Plus if they have a Committee that record can be easily created with the proper connection that's needed for FEC reports.
To add Candidate's manually they should be created as an Individual record. Use Quick Search to check for an existing record first to avoid creating a duplicate, if not found choose New Individual.
Only a first and last name are required fields to create an Individual record, however for a Candidate record the Candidate field in the About section of the profile must have a Check-Mark which reveals additional fields. Jurisdiction, Office, District State and Code are required fields when Candidate is checked.
If this Candidate is also an Incumbent, you must check the Incumbent field to reveal the additional fields in conjunction with saving the Candidate fields.
To later mark a Candidate as an Incumbent, choose X in the Candidate field and click the Save button in the About section. Then re-check the Candidate field and this time check Incumbent field and complete the Jurisdiction, Office, District State and Codes for each before Saving.
Be sure to use the Save button in the About section of the profile for those changes to stick.
Click Here for an overview of NEW PROFILE VIEW Individual record fields and features that are also part of a Candidate Record.
Candidate Records are distinguishable in Search by the Capital Building icon.