Adding an Individual to an Organization with the Wizard
Click on the wizard button.
Enter the name of the organization in the Organization Name box.
Click on Next
The system will advise that the organization is already entered in the database.
Yes - Will add the organization again.
No - The system will ask if you wish to add an individual to the organization.
The Add an Individual screen will appear.
Use the middle box to determine if the individual has already been entered into the database. The name must be entered in a Last name First name format. If the individual was previously entered into the database their name will appear in the Existing Individuals list.
To enter an individual, enter the individual's name in the Last Name and First Name boxes and click on Next to continue.
An individuals detail screen appears.
Add the required information to the to the screen by using the tab key for navigation. Tab moves forward and Shift tab moves backward.
Click on Next when you are ready to continue.
The last section of the wizard gives you three options.
Add records to the database and close wizard - The records will be added to the database and you will be returned back to your original screen.
Add records to database, restart the wizard - The records will be added to the database and you will be returned back to the first section of the wizard.
Add records and another individual to the organization - The records will be added to the database and you will be returned to the first screen for entering an individual.
Click on your required option then click on Finish.
You will be returned to the organization screen with the organization you added the individual to displayed in the data view screen.
You can also
Click on Back to change any information previously entered.
Click on cancel to end the process without adding the records to the database.
Note: You will need to go into the individual to add any additional information you did not enter in the wizard.
IC Solutions, Inc., 15 Holly Street, Suite 202, Scarborough, Maine 04074 (207) 883-8696
