Create Person

How to create a person from an information sheet.

  1. Under “People”, then “Create Person” fill out the information that is needed. This is the basic information: First Name, Last Name, Address, City, State, Zip, Cell Phone, Email. Then click on “Add Person”
  2. On the “Person” page that will appear next, that is for the newly created “Person”. For each checkbox on the information sheet, select the corresponding item in the drop-down list under “Additional Information”

    This will add the item to the list of Additional information” seen on the “Person” page.
  3. On the “Person” page, add the “List” item that was created to keep track of where the information was obtained.