Menu Add People¶

You may have arrived here because you clicked the Add People menu item. If so, then your Administrator has disabled this item. To add a new person, you should do so in the right context.

The various places you would add a person to the database are the following:

• Visitor to a Meeting
• Member to an Organization
• Contactee when recording a Contact (example: You make a personal visit to a home and speak with the husband and the wife, but only one is in the database. You could add the spouse when you record the results of your Contact.)
• New Family Member
• Contributor - during the Post Bundle Process

Here are some instructions on proper searching (before adding a new record). These are designed to prevent adding duplicate records to your database. Click HERE

NOTE: If you are adding a new record because the person made a Membership Decision, you would want to add them first as a Visitor to the meeting at which they made this decision. Then you can record their decision.