Persons

Learn how to add and view persons.

Viewing Persons

To view the person list:

  1. Click on and select Persons.


  2. Click on the desired tab to view only persons of a specific type.
  3. Click on a record to switch to its details.

Adding Persons

Whether you can add persons depends on your assigned CRM.pad role.

To add a person:

  1. Switch to the Persons list.
  2. Click on (Person (new)).

    The input mask is displayed.

  3. Enter the data.
  4. Save.