In this article, we look at how to create a Person Record.
To create a new person record, follow these simple steps:
Navigate to the People section of Unity Entity Management
Click + New at the top right-hand side of the screen
In the new window that pops up, you will notice various fields to be filled in
✏️Note:
The only required fields are those with the asterisks. However, the more information you enter into the database, the more you get out of it
In the Details tab, add a First Name and Last Name, and then add the Email, Gender, and Tax Residency as necessary - you can also enter a short bio on the person in the Notes section
In the Address (Optional) tab, you can enter an address in one of three ways:
- Import an address from another entity/person profile using the Import From Profile field
- Search for an address in the Enter a location field using Google Maps
- Manually enter the address into the fieldsYou can always select + Add Field to add information such as a Suite/Apartment or a P.O. Box number to an address
Once you've chosen your address, select Create to create the person record.
- If you have reached the Create button and it doesn't do anything, go back to select the Entity to which this person is being added. Complete that step, and you should be able to complete the Creation.