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.