How can I add a single constituent record in web view? Is it possible
Feel like this is a stupid question, but I'm not seeing the option.
As long-time database view user, I'm challenging myself to try different functions in web view.
If I need to add a new constituent record - not from a gift, event reg, or relationship - just a new record, is that possible in web view? If so, why am I not finding it. LOL
Comments
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@JoAnn Strommen
it's in the Home tab, under Tasks tile
2 -
@Alex Wong Thank you. Thought I'd gone thru every category and the options. Missed the V there.
Now if only all the needed fields/options etc. were available.
3 -
@JoAnn Strommen - The annoying parts of adding these through WV, are it may not have the same required fields you do in DBV and depending on your standard for new constituents it may not have all the fields available initially (e.g. custom fields).
3 -
@Alex Wong thank you for this!!!
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