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. 1. Click the '''Company''', [[Internal]] #REDIRECT [[User|#Manually Adding Users]] [[Menu|menu]]. The original person is displayed directly under the "root" organisation name. If you wish to add a new person to the root you click on the root organisation link. 2. Click the '''organisation''' to which you wish to add the person. 3. Click the '''New''', [[User]] [[Menu|menu]]. The '''New User – Quick Entry for Duplication Check''' window is displayed. [[Image:Adduser.png]] First name, last name, email address and phone number will be checked for duplicate entries. If no potential duplicates are found, then the '''New User''' window is displayed. [[Image:Adduser1.png]] The company address has been added to the contact. ==Standard People Fields==The standard fields used to describe a person are: * '''First Name''' - First Name of the person.* '''Last Name''' - Last Name of the person.* '''Title''' - Business title of the person.* '''Prefix/Suffix''' - Prefix and suffix of the contact.** You may restrict the values in the Prefix/Suffix with a combo-box by editing the Prefix/Suffix [[Contact_and_Account_Standard_Fields|standard fields]] and entering a series of allowed values, separated by semicolons, in the ''Prefix Options'' or ''Suffix Options'' setting.* '''Phone/Extension''' - Direct line for the person and their extension.* '''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* '''City''' - City address of the person – if different from their organisation.* '''Province''' - Province address of the person – if different from their organisation.* '''Country''' - Country of the person – if different from their organisation.* '''Postal''' - Postal code of the person – if different from their organisation. 1. Complete the [[User|user]] details. [[Image:Adduser2.png]] 2. Click the '''Save''' button. Note that new [[Menu|menu]] items are enabled for the [[User|user]]. 3. Click the '''View User''' [[Menu|menu]]. [[Image:Adduser3.png]] ==User Duplicate Checking==In this exercise, you will attempt to create a new [[User|user]] of the same name. 1. Choose the '''New''', [[User]] [[Menu|menu]]. 2. Enter the same contact details. The Possible Duplicates window is displayed. [[Image:Adduser4.png]] Possible duplicates are displayed in chronological sequence from the most recently updated to the oldest. This screen is used to: '''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.* The '''Merged''' records are deleted. '''Delete redundant records.''' '''If the new record is actually different then you can continue and create the new record.''' 3. Click on the [[User|user’s]] name to cancel the duplicate check and display the [[User|user]] record. [[Category:System Management]][[Category:View It]]
