How do I create a new Person?

You can create People from a few different places in Solomon: 

  • Using the Quick Create Button - it's visible from everywhere in Solomon;
  • Using the New button in the People table in Directory; and
  • When creating or editing another record, like a Business.

However you begin the process, a new Person creation window will launch. Here are some things you should know:

  1. First Name is a required field.
  2. Job Title, Address, Postcode, Phone Numbers and Email Addresses etc. are all optional fields.
  3. GDPR consent and Communication Preferences can be recorded if given.
  4. People can be linked to Businesses in three ways: as a Primary Contact for, Voter for and/or Other People for. 

Pro tip: if a Person doesn't have a specified postal address the address for any Business they are linked to will be used instead when exporting for postal distribution

How do I link People to related records, like Activities?

If, for example, you wanted to create a new Activity linked to a Person that you are creating/editing then you simply click on the Create button for the relevant record type (for example, in the image below, clicking on Create would launch a new Activity form.) 

You can also add People directly to an Activity (for example - same process for Tasks and other related items) by locating the People field and clicking into that field to activate a search.

Did you know?

You can use the search box at the top of the Person creation/edit for to find fields quickly so you avoid scrolling!

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