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Adding a new person to an existing company

1. Open the company you want to make changes to, and click the People tab.
2. Click New Person.
3. Type the first few letters of the person’s last name, and click Enter Person Details. The system searches for possible duplicate person names in the system. For more information, please see Preventing duplicate entries. If no potential duplicate person is found, the New Person page is displayed.
4. Fill in the necessary details.Some details are filled in automatically using the Company details. You can overwrite them if needed.
   • To link an address to a person only, select Person address only. To link the address to both the person and the company they work for, select Person and company address.
   • To select an address from the list of Company addresses, click Select address from list.
5. Click Save.

See Also:

Changing person details

Adding a person without a company link

Merging duplicate people

Maintaining address links

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