Add a Person

From the People panel on the summary page, you can add a person from the database or create a new record and save it to the database. This allows you to look them up and automatically populate the fields and not have to re-enter their information every time.

1. Click Add record on the People panel to open the Add People panel.

The Add People panel opens.

2. Click Lookup next to the Role Code field to select a role or roles for the person. A role is the person's position or responsibility in the case.

BEST PRACTICE: We recommend that you assign a role to each person.

NOTE: One person may have several different roles in a single case. For example, the builder of a residential property can also be the applicant, owner, and occupant. In order to accurately depict each role, the individual should be added to the case for each role they represent. If more than one role code is added, only the first role code selected is displayed in the People panel.

3. Click Lookup next to the Name field to select a person from the database, or enter information for a new person.
4. Enter address, contact information, and comments in the appropriate fields.

5. Select the Add To People check box to add a new record to the database if the person is not stored in the database.

6. Click Save.

See Add a Role for more information on adding additional roles using the application input page.