Adding a New Person
To add a new person record, hover over the People toolbar item
and choose the “Add New Person” menu item.
The “Add New Person” screen appears:
Alternatively, you can also click (rather than hover over) the People toolbar and this takes you to the People screen, where you can click the “Add New Person” on that screen:
In the “Add New Person” screen, enter at least a First and Last name for the person, and click ‘Quick Save’, which saves the person immediately, or click ‘Save & Enter More Details’ which saves the person and takes you to the ‘Edit Person’ page where you can enter much more information, including leases, files, notes & comments residence & employer history, and more:
See the “Edit Person” section for more information about this page.