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Creating a Person Record

Navigation: Records > Person

 

Using Quick Add

  1. From the bottom navigation bar, click   
  2. Click Person. A Quick Add window will display.



  3. Enter the person record details

    Tip: To create a person record, you’ll need to enter a first name, last name, and at least one point of contact.
    1. First Name*
    2. Last Name*
    3. Email Address*
    4. Email Type*
    5. Email Opt-In Method*
    6. Phone Number*
    7. Phone Type*
    8. Address 1*
    9. Address 2
    10. Address 3
    11. Address 4
    12. City*
    13. State/Province*
    14. ZIP/Postal Code*
    15. Country*



    16. Role*



      Tip:       The role you assign to a person will determine the fields that display in the person record. 

      If you select Student, you’ll need to complete the additional fields below: 

      • Student Type*:  The type (e.g., Freshman, Transfer, International) of student
      • Student Status Category*: The student’s stage (e.g., Prospect, Inquiry, Applicant, Accepted, Deposited, Enrolled) in the enrollment funnel
      • Student Status*:  The student’s status (e.g., Inquiry Active, Applicant Incomplete, Applicant Complete) in the enrollment funnel 
      • Student Status Date*: The date the Student Status was added or updated
      • Student Status Entry Term*: The term (e.g., Fall 2023, Spring 2024, Summer 2024) the student plans to enroll 
  1. Click Save & Go to Record or Save & Close


 

Using the Records Menu

  1. From the bottom navigation bar, click Records
  2. Click Person. The Person Manager page will display.



  3. Click +Create. The People Composer will display. 



  4. Enter the person record details
    1. First Name*
    2. Last Name*
    3. Email Address*
    4. Email Type*
    5. Email Opt-In Method*
    6. Phone Number*
    7. Phone Type*
    8. Address 1*
    9. Address 2
    10. Address 3
    11. Address 4
    12. City*
    13. State/Province*
    14. ZIP/Postal Code*
    15. Country*



    16. Role*



      Tip:       The role you assign to a person will determine the fields that display in the person record. 

      If you select Student, you’ll need to complete the additional fields below:

      • Student Type*: The type (e.g., Freshman, Transfer, International) of student
      • Student Status Category*: The student’s stage (e.g., Prospect, Inquiry, Applicant, Accepted, Deposited, Enrolled) in the enrollment funnel
      • Student Status*: The student’s status (e.g., Inquiry Active, Applicant Incomplete, Applicant Complete) in the enrollment funnel 
      • Student Status Date*: The date the Student Status was added or updated
      • Student Status Entry Term*: The term (e.g., Fall 2023, Spring 2024, Summer 2024) the student plans to enroll

  5. Click Save Record