How do I add constituents?

You can add new constituents to LGL from the Home tab, or from the Constituents tab. You can also add new constituents during the gift entry process, if you are logging a donation from a new constituent.

We recommend searching for a constituent before you try to add a new record, to avoid creating duplicates. Searching by name fragments is also a good idea (nic bick instead of nick bicknell), as that will be more likely to catch possible variations in spelling.

To add one new constituent, you ca click on the Add constituent button, and choose the appropriate option (individual vs. organization):

The required fields change depending on which type of constituent you want to add. Organizations/institutions require only an Organization name, while the individuals require only a Last name.

Short constituent form

The short constituent form is useful when you just need to add basic information about a person to get them in the system, for instance, while entering gifts or when you have a lot of names to enter but not so many that it makes sense to import them.

Full constituent form

With the full form, you can add a lot more name information, multiple pieces of contact information, as well as all other primary types of constituent information (categories, relationships, memberships, class years, education info, etc.), all in a single form.

Within the full form, you can open and close sections, by clicking on the gray bar:

Open Section

Closed Section