Add an alternate lookup ID

1. Open the record of the constituent with the alternate lookup ID to add. For information about how to open a constituent record, see Constituent Search.

2. For an individual, select the Personal Info tab. Then click Personal.

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

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

5. Under Alternate lookup IDs, click Add on the action bar. The Add an alternate lookup ID screen appears.

6. In the Type field, select the type of alternate lookup ID to add.

7. In the Lookup ID field, enter the new alternate lookup ID.

   Note: You cannot enter two lookup IDs of the same type with the same ID number. You can enter multiple alternate lookup IDs of the same type for one record, as long as the alternate IDs do not match.

8. Click Save. You return to the constituent record. Under Alternate lookup IDs, the new lookup ID appears.