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- 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.
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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:
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