Page 92 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

APPENDIX C: CREATING DIFFERENT RECORD

TYPES

Create a Personnel record and make a User
Search for a person’s name before adding a new record to avoid duplication.

Part 1: Create a Personnel record
1. Open the Personnel module from the left menu
2. Click the +Personnel button on the top-right of the table
3. Input required fields
a. First Name - Craig
b. Last Name – Halliday
c. Title - CEO
4. Input additional fields in the EMPLOYMENT HISTORY section
a. Year Started in Industry - 1988
5. Input additional fields in the OFFICE CONTACT section
a. Office Email – craig@unanet.com
6. Input additional fields in PERSONNEL FIRM ORG ASSOCIATIONS section
a. Offices – Washington, DC
7. Click Save
8. Open Education tab
9. Click the +Education button at the top-right
10. In the pop-up window, input the following fields:
a. School – University of Edinburgh
b. Year – 1988
11. Click Save

Part 2: Make the personnel a user
1. Go back to the Personnel Summary tab
2. Select the +Make User button on top-right
3. In the pop-up window, select CRM User Group
4. Click the Convert to a User button

Create a Company record
1. Add a new Company by clicking the Create New + icon in the upper-right
2. Select Company
3. In the Company Name field, type “ABC,” then click on the following field
4. View the list of similarly named companies
5. Finish typing “ABC Construction”
6. Click the green Continue button
7. Enter the following information in the ADDRESS section (although not required):

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