What if the matching constituent does not exist yet?
Print
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.
Support is the author of this solution article.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
