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.

 

  1. To Create a Person Record, first check if the Person exists in the Person List by searching on:
  2. To search with additional filters, select the Show Extra Filtering checkbox.  You will then additionally be able to search on:

  3. 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.

  4. Enter the Person details as described below.
  5. Click Add to add the Person.