Adding a constituent
Log in to tengoCloud and select constituents from the CRM dropdown menu. Click the plus (new) icon at the top right of the screen and enter all of the relevant information you want to record about this constituent. When you click save or save & close this constituent will be issued with a unique reference code.
Searching for and editing a constituent
Log in to tengoCloud and select constituents from the CRM dropdown menu. Type in the unique reference, name, postcode or address of the constituent you are searching for in the relevant box (this can be partial information). Click the magnifying glass to search based on the information you have entered. You will then see the relevant constituent or a list of possible matches below, click on the account code of the relevant constituent and you will be able to add or edit information. Ensure you hit save or save & close to save the information you add or change.
