Perspective provides three ways to create a new Person record: using the standard Add function, by importing a Person record through your Microsoft Active Directory®, or from the Gateway.
To create a Person record using the standard Add function, follow the steps described below:
1.Click the Add button on the Viewing pane toolbar.
2. Enter the person's Title (e.g., Mr. or Mrs.) and Designation (e.g., B.Sc. or Chartered Accountant).
3. Type their First Name, Last Name, and middle Initial.
4. Specify their Date of Birth, Gender, and Marital Status.
5. Identify the person’s physical characteristics, including Eye Color, Hair Color, Height, and Weight.
6. Add any other relevant personal information or notes in the Additional Information box.
7. To add a photo of the person to the record, click the Add icon in the image box.
8. Locate the image file in the browser window and click Open.
To add a person imported through your Microsoft Active Directory:
1. Click the down arrow to the right of the Add icon .
2. Click From Source.
3. In the pop-up window, select the Active Directory tab.
4. Find and select the correct person from the source list.
5. Click Import. The pop-up window will close and some of the Person form’s fields will automatically populate with the selected person’s information.
Click the Add button on the Viewing pane toolbar.
in the image box.
