Individual

To enter a new individual into your private library, click on Contact Library - New Library Entry in the top menu bar and click on the Individual radio button. Required fields are indicated with a red asterisk. Enter only as much information as you require.

Individual Type - The purpose of the type is to limit the library lookup lists. For example, when looking up a realtor, the system displays only entries that have a Type of Realtor. Select the type of individual that you are creating from the drop down. If you are entering a client select Other Individual.

Library Visibility - This field defaults to Company which means that your entire firm will be able to view this corporation in the library lookups. If you set this option to Creator Only, you are the only user in your firm that will be able to view this entry in the library lookups.

Created By and Created At - These fields will complete automatically with the name of the user and the date created.

Corporation - If the Individual Type is set to any option other than Other Individual, this field will appear. Click the blue word Corproation to lookup the company that the individual is associated with. If the company is not already entered into the public or private library, this must be done prior to creating the individual.

Title - Select the individual's title from the drop down list.

Last Name - Enter the individual's last name.

First Name - Enter the individual's first name.

Middle Name - Enter the individual's middle name(s).

Verify Name - Once a name is entered click this button to have the system check both the public and your private library to ensure that there is not already an entry created for this individual.

Addresses - This field defaults to Main. If there is only one address for the individual, leave this set to Main and complete the address fields.  If there are multiple addresses for the company, set this field to Other. A field will be displayed to allow you to specify the name of the additional address, such as Home or Work. Enter a name and complete the address, phone and email information. Click the Add Address and Contact Information link to save your additional address entries.

Occupation - Enter the occupation of the individual.

SIN- Enter the social insurance number of the individual either with spaces or without (eg. 123 345 566).

Birthdate - When you click into this field, a calendar widget will appear to allow you to select the individual's birthdate.

HST Number - Enter the HST number of the company.

Notes - The notes field is a free form text field that allows you enter any notes relative to the individual.