Skip to main content
Resources are Persons, Businesses, and Acccounts.

​
Add New Person/Business

1

Navigate to The Persons/Businesses Page

2

Add New Person/Business

Click the + New Person or + New Business button in the top right corner.
3

Fill In Appropriate Fields

4

Submit

​
Add Accounts To A Person/Business

1

Locate Person/Business

Use search & filters to find the right person/business
2

Add New Account

From the details page of the Person/Business, click + New Account.
3

Fill In Appropriate Fields

4

Submit