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Create a New Individual

Article ID: 240
Last updated: 11 May, 2016

There are multiple places to create new individuals.  These include Quick Entry, Individual Page, File Menu, and Hotkeys.

To create a new Individual, go to File > New Individual or select Ctrl+Alt+I, if you have hot keys turned on. This will open up into a New Individual Page. From here you will be able to enter in the Basic Information for a new individual. After you have entered the Basic Information select Save or Save and Close. If you select Save it will reload the individual's record page and allow you to enter in additional information in the the individual's subfile. If you select Save and Close then it will save the information and close the record bringing you back to the Home Page.

Note: Within Quick Entry you must first search for the individual prior to entering a new individual. If the same name is present in your database yet you wish to add a new individual with the same name you may first have to open up Quick Entry Options and uncheck Auto-Select Unique Results so the Add New Individual Button is exposed.

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Article ID: 240
Last updated: 11 May, 2016
Revision: 1
Views: 452
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