1. In Records, click the record type (Student, Individual, or Organization)
  2. Click Add a new [record type]
  3. Define a name and any other appropriate information

    Note: Fields can be made required in Configuration, Fields.
  4. If the new record has any relationships to other records already in the system, select the Relationships tab and click Add Relationships
  5. Search for and select the appropriate relationship records to link to the new record
  6. To add an address, select the Addresses tab and click New Address
  7. Save and close the record


To link record addresses, refer to How to link an address