Find or Create New People

Creating a New Person:

• Enter the Name, Address, Contact, and Other information in the people profile.
• You may select an employer to attach this person to by clicking “Select Employer”. This will search Company records in your database.
• You may add additional fields to the people profile by clicking on Reference --> People Data
• The Active Status at the bottom of the screen refers to this persons profile being active or not
• The Login Status at the bottom of the screen refers to this persons ability to login on the front end website.
  • Note: Creating a people profile does not create membership, just a record in the database.

To Find a Person:

• Click on “Find People” from your left menu
• You may search for people by:
  • Name
  • Registrant ID (Event Registrations)
  • Employer Name
  • Lookup an Employer in the database
  • Email Address
  • Phone
  • People Status
  • Location

Once you have found the person, your options are:

• View this persons profile
• Edit this persons profile
• View the log of changes to this persons profile
• Enroll/Renew this person for Membership
• Register this person for an Event
• Submit a Donation on behalf of this person