Add a new constituent to your database from the search details page

1. From the search details page, select Add constituent and then select the property summary data on which you want to base the new constituent record: owner information with the property address, owner information with the mailing address, assessee information with the assessee address, or buyer information with the buyer address. Regardless of your selection, the Select constituent names to add screen appears.

2. Select the Last name, First name, and if necessary Middle name you want to use in the constituent record. Your options default to the names included in the property summary. For example, if you select the assessee information with the assessee address and in the property summary two assessees are listed, both assessees’ names appear as name options for the new constituent record. Select the name you want to use.

3. You can also select Spouse and Relationship information you want used in the record.

4. Select Continue. The Add an individual screen appears.

5. Add any additional information you want to include on this constituent record. For information about the items included on this screen, see the Contact Information section of the Constituent Records chapter in the Prospects & Wealth Management Guide.

   Note: The real estate asset is automatically added to the prospect record. If a spouse is included in the quick search results, the asset is not included on the spouse record. After the asset is added, the wealth capacity formulas are updated.

6. Select Save. The new constituent’s Wealth and Ratings page appears. If you want to create additional constituent records based on other information included in the property summary, select Back to return to the search details page.