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Setting up new people and linking them to organisations

  • Load the organisation you want to add the person to (use shortcut key F6 or MAIN MENU / SETUP ORGANISATIONS / SEARCH).

  • Choose PEOPLE/ORG button from the CONTROL PANEL on the right hand side of your screen.

  • Choose QUICK ADD NEW PERSON.

  • Enter FIRST NAME and LAST NAME (and prefix if it's non-standard, eg. Dr, Hon, Prof).

  • Enter their POSITION TITLE (if known).

  • If they are not a key contact, then tick NOT KEY CONTACT.

  • Choose CLOSE.

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