Lesson 2.3 Activity

Practice interacting with the Main Work Space by completing these 3 steps in your environment:

1. Sort a List: Navigate to Lists > Constituents. In the Main Work Space, click the Name column header to sort your donor list in ascending order, then click it again to sort in descending order.
2. Drill Down and Use Tabs: Hover over a blue, linked Constituent Name and click it to drill down into their record. Once the record opens in the workspace, click the Contact Info tab to view their address, then click the Notes tab.
3. Trigger a Pop-Up Warning: Click the New + button to create a brand new constituent. Leave all the fields blank (including those with a red asterisk) and click Save. Observe the pop-up warning generated in the workspace, then click Cancel to discard the record.