Add a person
- 1Open PeopleEverything about individual contacts starts in this grid.
- 2Click the + button in the toolbarThe new-person form opens.
- 3Fill in what you knowFields validate as you type. Problems are explained right under the field, so you can fix them before saving.
- 4SaveYou land on the new profile, ready for tags, a household, or a follow-up task.
The new-person form also carries the Campaign standing card, so you can set a support level, voting status, email subscription, and the global do-not-contact flag right as you create the person. Support, voting, and the subscription apply to the campaign context you are working in (shown on the card); do-not-contact is global. You do not have to. Leave them alone and the person is created with everything “Unknown”, then set standing later from their profile.
Have a spreadsheet?
Do not type hundreds of rows by hand. Import data from CSV brings them in at once, and the Duplicates finder cleans up any overlap afterwards. Edit an existing person
Open the profile and use its edit action for the full form, or edit simple fields straight in the grid. Double-click a cell, change the value, and it saves on the spot with a brief green flash to confirm. Grid edits can be undone with the undo arrow in the toolbar.
In the form, tags and issues offer suggestion chips drawn from values already in use. Click one to apply it instead of retyping. The address is not edited here: because addresses belong to households, the form shows it read-only with an “Edit on household” link, so everyone at that address stays in sync.
If you try to leave a form with unsaved changes, pplCRM asks before discarding them. It names exactly which fields would be lost, so nothing disappears silently.
Delete with care
Delete lives in the record menu (and in the grid, appears once you select rows). You will always be asked to confirm, because deleting a person also removes them from the lists and histories that reference them.
