Configure person

To create a new person go to:

1. Persons > Create.

2. On the Create new person page you will see a list of parameters.

3. Choose if to create a private or legal person and fill in the parameters. See below the list of the parameters for private or legal person:

Private person parameters

• Person details,

• Additional info,

• Identification numbers,

• Tax numbers,

• Adresses,

• Work,

• Documents,

• Files,

• Relationships,

• Risks,

• Custom fields

Legal person parameters

• Company details,

• Additional info,

• Registration numbers,

• Tax numbers,

• Legal entity identifier,

• Additional contacts,

• Addresses,

• Documents,

• Files,

• Relationships,

• Risks,

• Financial data,

• Custom fields

To see more information, click on the corresponding section.