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 check if the Person exists in the Person List by searching on:
- Person ID or
- Person First Name, Middle Name and/or Last name.
- To search with additional filters, select the Show Extra Filtering checkbox. You will then additionally be able to search on:
- Person Age (range) or
- Year of Birth, and/or
- State.
- 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.