Adding a Politician to Personify
1. From the Home Page in Personify, click on the Find a Customer tool.
2. Enter any search criteria to find constituents in Personify who may match. If the individual record is found, the open and update the record in CRM360. If the individual record cannot be found, click the Create New Constituent button.
Note: It is VERY important to always SEARCH prior to adding a new constituent to Personify. Should you doubt search results clear any custom search settings. Contact support for further assistance.
3. At the top of the Create New Constituent form, chose the Individual radio button.
4. Update the Address Type as needed.
Note: If the address type of business is selected, it is required to link the individual to a company constituent in Personify.
5. Update the following criteria in the Name section.
a. Prefix
b. First Name
c. Middle Name
d. Last Name
e. Suffix
f. Credentials (if needed)
g. Nickname (if needed)
h. Gender
i. Birthdate
j. Primary Job Title (if needed)
6. From the Parent Constituent Section use the Constituent ID hyperlink to search for a parent constituent (company the individual works for, or parent company of a subsidiary). After searching the Parent Constituent Name will automatically populate.
7. Checkmark the Create Employee Employer Relationship check box to create an employment relationship between the individual and a company constituent.
8. Update the Address section as needed such as Mail Stop, Personal Line, etc.
9. Click Next.
10. Update the Primary Contact information for the constituent.
Note: A primary email is required for the individual to have web access to the website.
11. If the individual has additional address information to be tracked, use the Previous button and click Add Additional Address.
12. If there is no more additional information to add, click the Save & Close button.
