To create a new person record, follow these simple steps:
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Navigate to the People section of Athennian
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Click + New at the top right-hand side of the screen
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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
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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
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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 fields -
You can always select + Add Field to add an additional field such as a Suite/Apartment or a P.O. Box number to an address
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Once you've chosen your address, select Create to create the person record.
Video Demonstration: