How do I create a new Person?
You can create people from a few different places in Vicinity, the easiest way is through the relevant business record -
Search for the Business and open the record
Click into the People tab and select manage
Use the search bar at the top to see if the person is already in the database if so click on their name and this adds them to the record.
If not click the blue 'Create Person' button to complete the form - a minimum for the form would be First name, Last name, Email and Telephone number.
GDPR consent and Communication Preferences can be recorded if given.
On the right-hand side of the form, you can add any People tags that may be relevant to the record. For example - 'Board Member' 'Event VIP' Marketing contact'
You can also add people -
Using the New button in the People tab in the Directory;
Using the Quick Create Button - it's visible from everywhere in Solomon;
However you begin the process, a new Person creation window will launch.
Please see more information here, on how to add your Primary Contact and Voter and Archiving people who no longer apply to a Business
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.
You can search our collection of help articles here 👉🏻 Vicinity Help Desk or we have a useful video of using the system basics here 👉🏻 Back to Basics