A person record is a complete profile that contains basic personal details, assigned roles and associated attributes, additional details (captured using custom fields) and payment information.
- To Create a Person Record, first search for the Person in the Person List (see Searching Person Record - Using Add New Person Screen).
- Once you've determined that the Person is not already found in the Person List, you may add them by clicking the Create New Person button.
- Enter the Person details as described below.
- Click Add to add the Person.
Your organisation will determine which fields are mandatory when entering a new person record. These required fields will be marked with an asterisk (*).
In addition, the following rules apply to information entered on this screen:
- First Name and Last Name may not contain numbers.
- Phone numbers, mobile numbers and fax numbers, if entered, must contain 10 digits, including area code where applicable. Certain characters such as ()- and spaces are also allowed.
- Postcode, if entered, must contain 4 digits only.