Add a PeopleFinder process

1. From Administration, select Data tune-up. The Data Tune-Up page appears.

2. Select the PeopleFinder tab.

3. Under PeopleFinder process, select Add. The Add a PeopleFinder process screen appears.

4. Under General, enter a unique name and description to help identify the process.

5. To restrict use of the process to a specific site at your organization, in the Site field, select the site to use the process.

6. Under When process completes, Blackbaud will notify, enter the names, phone numbers, and email addresses of the individuals at your organization Blackbaud should contact with questions about submitted constituent information and inform when updates are available.

7. Select Save. The process page appears. For detailed instruction about working on this page, refer to PeopleFinder Process.