Enter the name of the individual exactly as it should appear throughout your database such as on pages and reports.

Select a title for the individual such as Mr., Mrs., or Ms. You can select a second title if necessary such as “Reverend Dr.”

Select a suffix for the individual such as Sr. or M.D., as necessary. You can select a second suffix if necessary, such as “III Esq.”

Enter a nickname for the individual as necessary. When you search for individual constituents, you can select to include nicknames in the search criteria.

Enter a maiden name for the individual as necessary. On the constituent record, the maiden name entered appears as an alias on the Names tab. When you search for individual constituents, you can select to include maiden names in the search criteria.

Select whether the individual constituent is single, married, or divorced.

Enter the individual’s date of birth, such as 10/10/1941. If you are unsure of the exact birth date, you can enter a “fuzzy” date, such as the month and year or the year only. If the date contains a year, the constituent’s age is calculated and displayed.

Select whether the individual is a male or female. If you are unsure of the individual’s gender, select Unknown.

Select the type of address to use as the primary contact for the individual, such as Home or School Residence.

When you add a new constituent, you can add only the primary address information. On the constituent record, you can add additional addresses on the Contact tab.

Select the country of the individual’s primary address.

Enter the primary street address or post office box for the individual.

Enter the city or town for the individual’s primary address.

Enter the Zip code for the individual’s primary address.

If the individual requests that you not send mail to the primary address, select this checkbox.

If you select Do not send mail to this address, select why the constituent requests to not receive mail at the primary address.

Select the type of phone number to use as the primary contact for the individual, such as Home or Business.

When you add a new constituent, you can add only the primary phone number information. On the constituent record, you can add additional phone numbers on the Contact tab.

Enter the primary phone number for the individual.

If phone formatting is enabled, the program applies the phone format associated with the selected country. For information about how to assign a phone format to a country, see the Manage Countries section of the help file.

If phone formatting is disabled, you can manually enter the phone number as it should appear.

Select the type of email address to use as the primary contact for the individual, such as Personal or Business.

When you add a new constituent, you can add only the primary email address information. On the constituent record, you can add additional email addresses on the Contact tab.

Enter the primary email address for the individual. On the constituent record, the primary email address becomes a link that you can click to quickly send an email to the individual.