Each Record in AdvisorEngine CRM can hold up to two Persons.

Adding a Person to a Record can be accomplished through a few different methods:

• Add a new Person to an existing Record. See below.
• Add a new Person when creating a Record. See Adding a New Record.
• Add an existing Person from another Record by merging the Records together. See Merging Records.
• Add an existing Person from another Record by linking the Person to both Records. See Linking a Person to More than One Record.

Adding a New Person to an Existing Record

1. Navigate to the Record Detail view of the Record.
2. Click the add control on the right of the Record/Person cards. The Enter Person Information window opens.
3. Enter the appropriate information for the new Person. See the Person Details section of Profile Information Overview for more details on the fields available.
4. Click Save.

You can now enter more Contact Information, Personal Details, and Interests and Favorites for the new Person.