Create personnel records and link them to contact records to include them on projects, and display their details on document outputs or reports.
- Click the Add button in the top right corner.
- Select the title. e.g. Mr, Mrs, Miss.
- Type the first name.
- Type the last name (surname or family name).
- Select the main role this person will perform on projects.
- Type the job title (position name).
- Select the parent contact (company or individual type contact) that this person works for from the list.
- (Optional) Add contact details such as phone numbers, addresses, email accounts, and social accounts.
- Save or click the arrow and choose 'save and add personnel' to add another record.