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Adding an Individual to an Organization


  1. Find the organization in the browser.
  2. Click on the organization name to display it in the data view screen.
  3. Click on the New Person for this Org button
  4. An empty individual screen will display.
  5. Enter the required information on the Gen Info Tab.
  6. Click on the check mark (save button) at the top of the data view screen to save the changes.
  7. Go through the rest of the tabs to enter the remaining information.

 

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