Home360Entities / Master Records - IndividualsCreating a New Individual

11.3. Creating a New Individual

There are multiple places to create new individuals.  These include Quick Entry, Individual Page, File Menu, and Hotkeys.

 

To create a new Individual, go to File > New Individual or select Ctrl+Alt+I, if you have hot keys turned on. This will open up into a New Individual Page. From here you will be able to enter in the Basic Information for a new individual. After you have entered the Basic Information select Save or Save and Close. If you select Save it will reload the individual's record page and allow you to enter in additional information in the the individual's subfile. If you select Save and Close then it will save the information and close the record bringing you back to the Home Page.

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