Create an Account

Accessing the Create Account Screen

• You can access the Create Account screen from the top right corner.

• Additionally, you can access the Create Account screen from the middle search bar.

Creating the Account

• Fill in the Last Name of the Account.  The Last Name is a required field and you cannot create an account without it.

Creating an Anonymous Account:

To create an anonymous account click on located at the end of the Last Name entry box.  This will create the Last Name of Anonymous together with one active individual with the First Name of Anonymous.

• NOTE: All Letters will display with “Dear Friend” instead of First & Last Names on Anonymous Accounts.

Adding the Individual

• An account requires at least one active individual.  

  

• Start typing or select the HIM/HER or anywhere in the red box area and the screen will expand to enter additional information about the primary individual.

• Use (boxed in blue) to add more individuals to the account who are not primary.

• The expanded primary individual entry screen looks like this:

• By default, all the individuals will populate with the Account’s Last Name.  

  • To override the Last name, click on the next to the individual’s Last Name.

    

  • Then use the Override Last Name field which appears.

    

• Click on to further expand the screen and record additional information.

Adding Contact Information

• Scroll down the Create Account screen to enter the contact information.  Note that this information is not required.

  

• Fill in the contact information that you have in the appropriate box.

• Use to select the best contact from all the phone number entered.

• Click on to add another address on the account for example a summer home.

Custom Fields on Account

• The rest of the information on the Create Account screen are the Custom Fields created by your organization.

Complete the Entry

• When you have finished all the data entry click .

Deactivating an Account

Learn how to properly deactivate an account here: Deactivate Individual