Companies and Persons records contain information about customers or members of the organization. In Aptify, a Persons record may be associated with a Companies record (typically, a person is associated with his or her employer's Companies record). You can add a new person to the system Persons service (see "Creating a Persons Record" ) or you can add a person from his or her associated company's Persons tab.
Follow these steps to add a person from a Companies record:
- Open the Companies record.
- Click the Persons tab.
- Click the New icon to open a new Persons record.
- The Company field populates automatically with the current company. The system automatically populates the person's Work Address, Work Phone, and Work Fax with the corresponding information from the Companies record.
- Enter the name of the person and any other necessary information.
- For more information on the fields on a Persons form, see "Creating a Persons Record" or "Persons Form".
- Save the Persons record.
- The Persons tab of the Companies record updates to list the new person.
- Save the Companies record.