How To Add an Individual

The Individuals list displays all external individual contact records. Internal contacts should be listed as Staff.

1. Open Contacts>Individuals.
2. Click the  (Create icon) in the Icon Bar.
3. Add the individual’s First Name and Last Name.
4. Add the individual’s job Title (optional).
5. Add a primary address (optional).
6. Add an Email Address.
7. Add a primary Phone Type and phone number (optional).
8. Add a Description (optional).
9. Select the Last Contacted and Last Verified dates (optional).
10. Add a Unique Identifier (optional).
11. Select the record Status as Enabled. If the record Disabled, it will not appear in the Individuals list or any reports.
12. Click Create.