1.Click on Parties -> Person Search on the left-hand side of the screen.

2.All the Individuals in the system are shown on the People page.

3.The Search field accepts text which will be used for a case insensitive partial match against the

following columns values:

a.Person Ref

b.First Name

c.Last Name

d.Postal Address.

4.Type in text in the search bar, click “Enter” or the magnifying glass.

5.The list filters to text searched for.

How to create a new person

1.Click on Parties -> Person Search on the left-hand side of the screen.

2.“People” page loads, click on “New Person”.

3.New Person pop up appears.

4.Enter all mandatory detail fields and click “Save”.

5.The record will save and return to the People page.