MiaChiesaAdd a person to the directory
Create a record with the necessary data and check for duplicates before saving.
Open People
From the dashboard open People and select the Directory tab.
Directory is the reference list for people recorded in the active workspace.
Search for the person
Use Search by name, email or phone before creating a record.
If search finds the person, open that record instead of creating a duplicate.
Select Add to registry
Open Add a record and fill in fields marked with an asterisk.
Fields marked with an asterisk must be complete; enter email and phone only in their dedicated fields.
Review and save
Review Main information, Contact details, relationships and authorised additional fields, then save.
After saving, search again and confirm that one record appears with the correct contact details.
What you have achieved
- The person has a single directory record.
- Essential data is available to authorised users.
Troubleshooting
A possible duplicate appears
Stop creation and compare the existing record.
Add to registry is missing
You need Manage records access in the active scope.