Adding Contact Information

Adding a New Address

1. From the People table, edit the person’s record who you want to add a new address to.
2. The “Addresses” sub-tab will be open by default. Click the green “Add New Address For This Person” action button.
3. Choose the “New Household Address” radio button and fill out the required fields.
4. Click the green “Save and Back” Button to save the new address.

Adding a New Phone Number

1. From the People table, edit the person’s record who you want to add a new phone number.
2. The “General” related tab will be open by default. Open the “Phone Numbers” subtab.
3. Click the green “New” action button.
4. Type the new phone number you want to add into the field where it says “Start typing phone number…”.
5. Select the correct phone number type in the “Phone Number Type” field.
6. Click the green “Save and Back” button to save the new number.

Adding a New Email Address

1. From the People table, edit the person’s record who you want to add a new email address.
2. The “General” related tab will be open by default. Open the “Email Addresses” subtab.
3. Click the green “New” action button.
4. Type the new email address you want to add into the field labeled “Email Address”.
5. Select the correct email address type in the “Email Type” field.
6. Click the green “Save and Back” button to save the new email address.