Create a person

Requires sign in

You need to be signed in to perform this action.

Requires permission

You need a Customers ability level of Manage all to perform this action.

Create a person

1. Navigate to a customer's page.
   • You can visit the customers page and click the name of a customer.
   • You can also search for a customer.

2. Click Actions.
3. Click New person.

You should see New person at the top of the page.

4. Enter the person's details.
   • A person needs a Name.

5. Enter the person's contact information.
   • A person can have one Email and one Phone.

6. Click Actions.
7. Click Create person.

You should see the person's name at the top of the page.

How it works