HowTo:Add A Person: Difference between revisions
Created page with "== Add A Person == '''Menu Location:''' Tables / Person :Search Database (Active and Inactive records) to make sure Person is not already in Database :1. Click Search :::* As..." |
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:::** First Name | :::** First Name | ||
:::** Middle Initial (optional) | :::** Middle Initial (optional) | ||
::::If entering a generic name (i.e Secretary), enter into Last Name field and enter Company Name in First Name Field (Secretary, ABC Company). This will ensure the same Secretary record is not linked to more than one company, address, phone number, etc., and will make it easier to identify in lookups. | |||
:::** Address(es) | :::** Address(es) | ||
::::Link address (or enter new address if necessary; be sure to complete the street address, city, state and zip; enter PO Boxes as a separate record from street addresses). | |||
:::** Phone Number(s) | :::** Phone Number(s) | ||
:::** Email Address | ::::Add Description to identify type of number (Cell, Fax, etc.) | ||
::::Add Extension (a separate phone number record should be added for each extension; the Main number should not have an extension tied to it) | |||
::::If number should be kept private, then check Private box | |||
:::** Email Address (add a description if needed (i.e. personal vs. work) | |||
:::** Category (if your organization uses categories) | :::** Category (if your organization uses categories) | ||
:::** Company Affiliation (Company and Position) | :::** Company Affiliation (Company and Position) | ||
::3. Click Save | ::3. Click Save | ||