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  1. Open the Pledges record, if not already opened.
  2. Click the Guest List tab.
  3. Enter the guest in the Guest field and click the Add button.
    • The guest is added as an entry in the sub-type grid.
    • Note that the Guest field links to the Persons service.

  4. Click Add.
  5. Double-click the guest's entry in the grid to open the Guest List record.
    • Aptify automatically completes one or more fields on this form based on information stored in the corresponding Persons record (such as name, address, and title).

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  1. Guest List Record FormImage Added

  2. Edit any information on this form as necessary.
  3. Click OK to save and close the record.
  4. Repeat the steps listed above to add additional guests, as necessary.