Mobius User Guide

Published Date: May 15, 2013
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04 Person Home Page

Add to a Person Record

Anchor Point: Workspace Application Section
  1. Select Person from the Searches section of the Shortcuts Panel.
  2. Enter search criteria. Select matching record from the results.
  3. Select the tab where the information will be added. Select the tab from the Navigation Panel, if required.
  4. Select New. Enter the mandatory and required fields.
  5. Select Save.