Adding a New Person Through a Dispatch

Overview

If a user cannot find the person that they are looking for, a User can add a new person to use in the Initiated by Person field while creating a Dispatch.


Navigation

  • From the Home screen, click on the Create Icon.

Create Icon

Adding a New Person Through a Dispatch

  1. From the Create Dispatch screen, click on the Add icon in the Initiated by Person field.

Add Icon

  1. From the Person - Quick Add screen, enter the person's first name in the First Name field.

First Name Field

  1. Enter the person's last name in the Last Name field.

Last Name Field

  1. (Optional) Select the person's gender from the Gender dropdown menu.

Gender Dropdown Menu

  1. (Optional) Enter the person's email address in the Email Address field.

Email Address Field

  1. (Optional) Enter the person's phone number in the Phone Number field.

Phone Number Field

  1. Click the Add button to add the person to the Dispatch.

Add Button