What if the matching constituent does not exist yet?
Created by: Support Team
Modified on: Mon, 15 Mar, 2021 at 4:23 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 drop-down field. 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 automatically be shown in the Matching Constituent field.
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.