Overview

This article will teach you how to manually add a record.

 

Steps to add a new record

Under the Application Menu follow Donor/Voter > Donors/Voters.

 

 

 

 

Click the [New Button] on the search tool strip.

 

 

This will open the record card.

 

Enter the appropriate information in the Create New Voter/Donor Record Card Window.  You can navigate to the different tabs and collect the data points i.e. name, address, contact (email/phone), attributes, financial data etc.

 

 

Click [Save and Close] located in the bottom right of the Create New Voter/Donor Record Card.  In this example I created a record with the name “Sample”.

 

 

To confirm the record was added to your database, perform a search by one of the data points you collected in the record card.  In this example I search for the first name “Sample” and find that there is now one record.

 

 

References

Trail Blazer Campaign Services YouTube video “Getting Started 103 – Adding a new record”

http://www.youtube.com/watch?v=ibamVoQk6PM&feature=plcp