How to add an Individual Record

1. From the toolbar choose INDV.

2. First search in the Name field to see if the individual has already been entered in your database. Enter the last name of the individual and click Find option.   NOTE: you can also search by ID, Firm, City, RT (record type), etc by clicking on the appropriate blank field and entering data.

 If the information for this individual is not already entered, then:

3.    Select the General tab.

4.    Click add or F8.

5.    Add data for the record.  Click on the other tabs to enter appropriate information - Personal, Company, License, etc.

Once the information is completed, select the save button or F9.