Summary: This guide provides a step-by-step walkthrough on how to add a new person to your People database, detailing the processes for adding a single new individual or creating a family connection by linking a new member to an existing profile.
Before You Begin
- You must have the necessary permissions to access and modify the People database.
- To ensure easier searching, consider adding a middle initial or nickname if you have multiple people with the same name.
Step-by-Step Instructions
1. Click the People tab from the top left navigation.
2. Click the Add Person button on the right.
3. Enter the new person's details into the fields.
- Optional: To customize the data fields shown, Select Specify Display Fields at the top, Toggle fields on/off, and Select < Back.
4. Select the appropriate process:
- Adding a Single Person: Ensure New Person is selected at the top. Uncheck the 'Continue Adding People' box (optional). Select Add.
Adding a Family Member: Select + Family Member at the top of the modal.
5. Connect the new person to a family.
- New Family: Select the option to add another new person (if no family members exist in the database).
- Existing Family: Select the option to add a new person to an existing member. Search for the family member to connect, Select the profile, and Select Add Family Member.
6. Select a Household Role (e.g., Head of Household, Spouse, Child) for each user in the new connection.
7. Select Add to save all changes.
Troubleshooting & FAQs
- How do I stay in the 'Add Person' modal to enter multiple people quickly? Check the Continue Adding People checkbox (found in Step 3) before selecting Add.
- I need to remove a field (like 'Birthday') from the entry form: Select Specify Display Fields, Toggle the unwanted field box off, and Select
< Backto update the form.