What if the matching constituent does not exist yet?
Created by: Support Team
Modified on: Mon, 18 Jul, 2022 at 4:41 PM
If the constituent is not in the list you can add a new one by clicking on the “+” located to the right of the label Matching Constituent. Select the Profile type to differentiate between a Company or an Individual. Once you fill in the necessary information for the new constituent and click Save – the new constituent will be available from the pull down search menu.
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