This User Guide covers how to add a new Person and how to find a Person to the system.

Go to Main Menu>Person> Add New Person.

 blobid0.png

Enter the name of the person, their address, telephone number and their intention.

Go to Preferences Tab and Requirements to enter their criteria.

Click on Save. Your office may have selected other mandatory fields you must enter before saving.

To Find a person

Go to Person>Find Person.

 blobid1.png

Add the name of the person you are looking for.

blobid2.png

Click Accept.

Was this article helpful?
0 out of 0 found this helpful