How to create a new Person record

A Person record is where you store information about your clients. They are linked to Opportunity records.

From the People section, open a new tab to create a new Person record.

Your field entries will save automatically

The new tab layout allows you to work on multiple records at once.

Dependents can be added. The age will calculate automatically based on the Date of Birth used.

'No Email Marketing' and 'Add to DMH' selections are made via the Marketing section. Available Person categories will be listed and can be assigned from the list.

Addresses can be added using the Search bar.

Select the Address Type and Dates. The selected Address will be shown on Google Maps in the right hand panel.

Identification can be documented.

Use the  button to add new entries. Select the Identification Type and complete the fields. 

Multiple Employment entries can added to each Person record. The entries will be displayed under two headings 'Current Employment' and 'Previous Employment'.

Use the  button to add Employment entries.

Note : Employment entries via the CRM will not back populate Mercury 5 fields.