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Create or edit a Person
Updated over a year ago

There are multiple ways to create a new Person.

The first one is to create a Person through the Quick Create function ( + Add), that is located in the upper right corner of the page. From here you can create an Organisation, a Person, and also an Activity and a Quotation, all at the same time.

After you have clicked on + Add, you can choose the entities you want to create by clicking on the cogwheel:

Another way to create a Person in webCRM, is to access Organisations in the menu, then choose Persons, and click the Plus icon to create a new Person.

If you don't choose to show Persons first, you will create an Organisation - so make sure to press the Person button before creating.

As nothing can exist in webCRM without being attached to an Organisation, this is the first entity/field you will need to create. The rest of the information will be shown on the Person after creation. Fill out the fields and click on 'Create'.

Finally, you also have the option of creating a Person directly from the Organisation. Go to the Organisation, click on Persons tab in the Organisation menu, and click on the blue 'Plus' icon in the right side of the picture.

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