How do I add a constituent to a category?
Updated Sep 21, 2026·1 min read
You can add a constituent to a constituent category by opening their record and selecting the category in the white space under Category.
If you need to add multiple constituents to a category, if you can identify them on a grid you can use the Actions menu > Batch Update feature to add them add to the same category. You can learn more about this feature in this article "Batch Update Records - Constituent."
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