New person and organization information can be created.
Left click on the Person/Org menu option.
Left click on located
at the bottom left side of the screen.
Enter the new person's data.
The fields highlighted in green are required. If you check the "Integration" check box for the individual, additional fields will be required in order to save the record.
If your screen shows some of the fields highlighted in yellow this is because of a setting in the Google toolbar that has an auto fill feature. If you would like to change the setting so that fields are displayed properly go to Views/Toolbar on your browser and make sure that Google is unchecked.
When entering a date you can either enter the date
manually or left click on the Calendar button and
select by left clicking the date.
You can use the drop-down lists to select data by
left clicking on the Drop-down list button . Then
left click on the data you would like to select. You can also
select data by using your up and down arrow keys on your computer
keyboard to navigate through the list.
Use your Tab key on your computer keyboard to navigate through the fields or left click on each individual field.
Field definitions for this screen can be found in Person/Org.
Left click on when you
have completed entering the data and you would like to save the information.
Left click on if you do
not wish to save the data.
NOTE: Even though Middle Name is not required, if you plan to exchange data with a CAD or Resource Ordering System, you will need to enter a middle name for the individual