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Creating a New Person
Creating a New Person

How to add new people/contacts to your Directory and link them to a record

Lisa Machin avatar
Written by Lisa Machin
Updated over a week ago

How do I create a new Person?

You can create people from a few different places in Solomon:

  • Using the New button in the People table in the Directory;

  • When creating or editing another record, ( Businesses, Activities, Projects and Tasks)

  • Using the Quick Create Button - it's visible from everywhere in Solomon;

However you begin the process, a new Person creation window will launch.

Here are some things you should know:

  1. First Name is a required field.

  2. The rest are optional fields but we would recommend filling in as much information, this help with the Customer Contact Report. We like to avoid gaps in data. This article may help with checking for gaps

  3. GDPR consent and Communication Preferences can be recorded if given.

  4. People can be linked to Businesses in three ways: as Primary Contact, Voter for and/or Other People for.

Please see more information here, on how to add your Primary Contact and Voter.

Pro tip: If a Person doesn't have a specified postal address the address for any Business they are linked to will be used instead when exporting for postal distribution.

How do I link People to records? (Businesses, Activities, Projects and Tasks)

If, for example, you wanted to create a new Activity and link this record to a Person that you are creating/editing then you simply click on the Activity tab, and then 'Add Activity'

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