Just the basics. We'll handle linking them to a household, parish, or employer in step 4.
Identity
First name*
Middle / preferred
Last name*
Title / prefix
Suffix
Salutation in letters
Personal
Date of birth
Gender
Deceased?
Source
How was this constituent acquired?
Initial constituent code
i
No duplicates detected so far. Atlas checks for matches on name, email and address as you type. If a match is found, you'll see a side-by-side merge prompt before saving.
Auto-saved as draft 12s ago
Address & contact methods
Add as many addresses, emails, and phone numbers as you need. Mark one of each as primary.
Mailing addresses
★ Primary Do not mail
Add another address
Email addresses
★ Primary Do not email
☆ Primary Do not email
Add another email
Phone numbers
★ Primary Do not call
☆ Primary✓ Do not call
Add another phone
1 address · 2 emails · 2 phones
Affiliations, interests & soft credits
Link this person to a parish, employer, household, or to other constituents who should receive soft credit when they give.
Parish affiliation
Primary parish
Member since
Secondary parish (optional)
Tertiary parish (optional)
Employer / school
Employer
Title / role
Atlas will check the employer for matching-gift eligibility on each gift.
Interests & codes
Tag what this donor cares about. Used for segmentation, appeals, and Guru AI relevance.
Cathedral capital ×Music ministry ×First-time donor ×
Soft-credit defaultsPeter Smith (Smith Family Household, spouse)
Initial note"Met at Cathedral Easter Mass · husband Peter introduced…"Will be saved as first Action on her timeline
!
One last duplicate scan… No matches found above the 0.85 confidence threshold. Atlas will continue checking after creation; if a future gift triggers a match, it'll show up in your Duplicate review queue.