People
Overview
"Persons" is one of the two main profiles database tables. The other one is "companies".
Then "attach" relevant addresses, emails, social sites, telephone numbers, and websites in the "view" screen
(please create the emails, etc, records first, then attach!):
See my docs on Attach Detach for more info.
Then "attach" relevant addresses, emails, social sites, telephone numbers, and websites in the "view" screen
(please create the emails, etc, records first, then attach!):
See my docs on Attach Detach for more info.
Create a Person
Click "People" in the left vertical menu.
Click the blue "Create Person" button at the top right.
At minimum, fill in just the "First Name" and "Surname" form fields.
Scroll down and click the "Create Person" button on the right.
You should see "success" message flast at the bottom, and then be redirected to the "Person Details" screen.
If you do not see "Person Details", scroll up!
If you need to create a Personbydomain (aka "user") with this person, then click the blue "Create Personbydomain" button.