Add an alias

1. Open the record of the constituent with the alias to add. For information about how to open a constituent record, see Constituent Search.
2. For an individual constituent, select the Personal Info tab. Then click Personal.

For an organization constituent, select the Organization Info tab. Then click Organization.

3. Under Aliases, click Add. The Add alias screen appears. For information about the items on this screen, see Add Alias Screen.
4. Select the type of alias to add for the person, such as Former Last Name for an individual or Acronym for an organization.
5. Enter the alias in the name fields.
6. Click Save. You return to the Personal or Organization tab.

 

 

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