Adding a new personnel to the contact personnel tab

Create personnel records and link them to contact records to include them on projects, and display their details on document outputs or reports.

1. Click the Add button  in the top right corner.
2. Select the title. e.g. Mr, Mrs, Miss.
3. Type the first name.
4. Type the last name (surname or family name).
5. Select the main role this person will perform on projects.
6. Type the job title (position name).
7. Select the parent contact (company or individual type contact) that this person works for from the list.
8. (Optional) Add contact details such as phone numbers, addresses, email accounts, and social accounts.
9. Save  or click the arrow and choose 'save and add personnel' to add another record.