Add an Alternate Lookup ID

1. Open the constituent record, then:

   • For an individual, select the Personal Info tab. Then select Personal.

   • For an organization, select the Organization Info tab. Then select Organization.

   • For a constituent group or household, select the Details tab.

2. Under Alternate lookup IDs, select Add.

3. Under Type, select the type of alternate lookup ID to add.

4. Under Lookup ID, enter the new ID.

5. Select Save.