Adding a Person
- Navigate to Contacts > People.
- Click on the Actions drop down and choose the option for Create Person.
- 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.
- When complete, click the Add Person button at the bottom of the screen.
- The system will return the user to the profile page for the newly created person.