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Add a Physical Person

How to create a new physical person?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over a week ago

Step 1: Click on the "Persons" tab in the main menu.

Step 2: Hover your mouse over the "+" icon located at the top right to make the menu appear.

Step 3: Select "Physical person" to add a new physical person.

Step 4: Add the information and contact details for this new physical person.

Step 5: Click on the green check mark to save and complete the creation of the new physical person.


Results :

  • A new physical person is created

  • The new physical person can be used to create a new client, employee or supplier

  • The new physical person can be added as a reference person or as a participant in a matter

  • The new physical person can be added as a contact person in a group of people


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