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Article ID: KB85
Keyword Name: Adding, Creating, Create, Button
Created: February 08, 2013
Viewed: 3514

Add a New Record (Voter, Donor, Contact etc)


Overview

This article will teach you how to manually add a record.

 

Steps to add a new record

Under the Application Menu follow Donor/Voter > Donors/Voters.

 

 

 

 

Click the [New Button] on the search tool strip.

 


 


This will open the record card.

 

Enter the appropriate information in the Create New Voter/Donor Record Card Window.  You can navigate to the different tabs and collect the data points i.e. name, address, contact (email/phone), attributes, financial data etc.

 


 


Click [Save and Close] located in the bottom right of the Create New Voter/Donor Record CardIn this example I created a record with the name “Sample”.