Split Combined Constituents

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Overview of NA100SPLIT

The Split Constituents process can ONLY be used on individual accounts with a shared first name. For example, you have a record that looks like this:


Split Constituents 1.png


To split the constituents into two separate records, click Actions and select Split Constituent. You will see this screen appear:


Split Constituents 2.png


The following fields are available on this screen:


Field Description
New PIN for spouse The system will automatically populate this field with the next available constituent PIN
Relationship The relationship will default to SPOU:Spouse. To change it, click the drop down arrow to select from a list of active relationship codes in the system
Specify gender of each constituent Select the appropriate gender for each of the constituents


When you have finished, click OK. The system will split the constituents, and display them as such:


Split Constituents 3.png