/
Add an Individual

Add an Individual

Individuals on your ShareVision site are your main clients who site user will interact with Daily.

Add New Individual

An Individuals can be added to your site in 2 ways

1) through the Contact Manager by selecting the Individuals option in the add new contact steps

 

2) Through the individuals portal by selecting the “Add new” on the individuals list.

 

 

Related content

Individuals Contacts
Individuals Contacts
Read with this
Adding Individuals and Contacts
Adding Individuals and Contacts
More like this
Advanced Options
Read with this
Add a New Individual through a Program/Residence Details Page
Add a New Individual through a Program/Residence Details Page
More like this
Individuals
Read with this
Intake New Clients Wizard Add-On
Intake New Clients Wizard Add-On
More like this