HowTo:Add A Person
From Epiphany
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 you begin typing the Person's name, the Flex Lookup will filter the names. If the Name does not exist, click Add New Record, then click “Yes and Edit” to complete the Company Record. Be sure to search on variations of a first name (James vs. Jim, etc.).
- If the Name does exist and appears in the list, select the record and it will display on the screen
- A Person record an be added on almost all screens a where new Person record can be added to the database
- 2. Enter pertinent fields of data
- Important Fields for any database:
- Last Name
- First Name
- Middle Initial (optional)
- Address(es)
- Phone Number(s)
- Email Address
- Category (if your organization uses categories)
- Company Affiliation (Company and Position)
- Important Fields for any database:
- 3. Click Save
