Person

Setup ‣ Common ‣ Person

This set of screens allows you to set up and edit basic information about the people associated with the home. These could include for example residents, employees, relatives, and resident contacts.

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The three fields in the Top Area are all that is required for a Person record. You may add other details on the four TABs as required.

To create a new person record press the Insert A New Entry icon or press F2.

Person Id:

Enter an Id code for this person. You may use any alpha numeric characters.
First Name:
Surname:
Person TAB:

Enter details here as required.
Addresses TAB:

Highlight and click on the blank line, and then double click to create a new record.

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Address Type Select an Address Type [you may create a new Address Type by clicking the Maintain Current Field TAB or pressing Control-F9]

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Enter details of the address and select a Suburb. [If the Suburb you require is not available save the incomplete record and create the required Suburb].
Relationships TAB:
 

You may link this person to another person on this TAB. Click the blank line and then Double click to create a new record and enter the details as required.

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Note

Where the Person does not exist you may create a new Person Record by entering just the person’s first name and surname. There is no need to enter a Person Id this will be created automatically when the record is saved.
Organisations TAB:
 

You may link this person to one or more organisations should you wish. Just click on the blank line and then Double Left Click to create a link to an Organisation.

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Note

The Organisation must exist be for you start. Where this is not the case set up the organisation record.