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The Members & Constituents windows display information such as names, addresses, assignments/affiliations, and financial activity. This is also where you add new members to the program. On the Families tab, click Members & Constituents.

Locating a Member or Constituent

At the top, you can search for a single record based on a member's name, an address, phone number, and so on. Or you can scroll through each record until you find the one you want. For more information, see Locate a Record.

Adding and Viewing Documents

In several Members & Constituents windows, you can add and view additional documents that support the information you entered. Click Add Documents, and upload the documents. For more, see Add and View Documents.