Add an interest for a constituent
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1.
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Open the record of the constituent with the interest to add. For information about how to open a constituent record, see Constituent Search. |
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2.
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For an individual, select the Personal Info tab. Then click Personal. |
For an organization, select the Organization Info tab. Then click Organization.
For a constituent group or household, select the Details tab.
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3.
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Under Interests, click Add on the action bar. The Add interest screen appears. For information about the items on this screen, see Add Interest Screen. |
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4.
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In the Type field, select the type of interest to add. |
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5.
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In the Comments field, enter any additional information or detail about the interest. |
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6.
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Click Save. You return to the constituent record. Under Interests, the new interest and any comments entered appear. |