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People are always added to some “level’ of the hierarchy, so when you wish to add a new person you must first select the appropriate organisational level.
[[Image:Adduser.png]]
First name, last name, email address and phone number will be checked for duplicate entries.
[[Image:Adduser1.png]]
The company address has been added to the contact.
==Standard People Fields==
The standard fields used to describe a person are:
* '''E-mail''' - E-mail address. An email address is required to allow a user to log into the system.
* '''Primary Contact''' - Check box to indicate if this person is the primary contact at the organisation.
* '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
* '''Address''' - Street of the person – if different from their organisation.
* '''Address 2''' - Additional address line
[[Image:Adduser2.png]]
2. Click the '''Save''' button.
==User Duplicate Checking==
In this exercise, you will attempt to create a new [[User|user]] of the same name.
[[Image:Adduser4.png]]
Possible duplicates are displayed in chronological sequence from the most recently updated to the oldest.
'''Combine multiple contact records into a single record.'''
* Missing fields in the primary record are added in sequence from the other records.
* Activities and notes from all records are merged into the primary record.
