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On this form, only the Full Name field is required. 

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The "Individuals (create)" form. The Main Information tab 

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In the Full Name field, enter the the first, last, and middle names of the person. Note. If you made an error, after saving the record, you can correct the names and specify which of the names are the first, middle, and last names by using the Last Name, First Name, Middle Name of Individual link. 

<Auto> in the Code field indicates that the system will automatically assign a unique code to the new individual once you save it. 

Specify the gender of the individual in the Gender field. Enter the date of birth in the Birth Date field. 

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To add an address, click the  button to the right of the field. For details, refer to Adding an Address. 

In the Phone field, type the phone number of the individual. 

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  • Main: To access the Main Parameters and Fixed Assets tabs.
  • Validity Period Documents: To access the report on documents with expiration dates.
  • Addresses : To access the list of addresses linked to this person's master record. For details, see see Personal Addresses.
  • Related Individuals: To access information on relatives and other related persons.
  • Documents: To access the list of documents linked to this person's master record and to add new documents or edit the existing ones. For details, see see Personal Documents.




  • Last Name, First Name, Middle Name: To correctly specify these names of the person