People: Adding a Person

Adding a Person

  1. Navigate to Contacts > People.
  2. Click on the Actions drop down and choose the option for Create Person.
  3. The system will present a list of fields that require the user to populate information related to the new person. Please pay attention to required (*) fields as they must be populated prior to completing the record.
  4. When complete, click the Add Person button at the bottom of the screen.
  5. The system will return the user to the profile page for the newly created person.


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