Individuals

Individuals in Admire Rebuild

Every account in the new Admire has up to two Primary Individuals (HIM & HER) with the option of adding additional Individuals.

• Individuals are the people on the account.

• Primary Individuals are the main people on the account, Him & Her (at least one is required).

• The default Last Name of each individual is the Last Name on the account, unless it is overridden.

Old Admire VS The NEW ADMIRE

In the old Admire most contact information was mainly stored on the account level and individuals were mostly a storehouse for their name. Individuals in the NEW ADMIRE have much more capacity and potential.  

On the Individual Level you now can store:

• All personal contact information such as cell phone numbers and email addresses.

• Addresses that are different than the Home Address such as a work address.

• Custom Fields

• Entities

How to Create Individuals

From A New Account: Create Account Screen

• When creating a new account the system gives you the option to record information on up to two Primary Individuals.

  

• Select the HIM/HER or anywhere in the red box area and the screen will expand to enter additional information about the primary individual.

• Use (boxed in blue) to add more individuals to the account who are not primary.

• The expanded primary individual entry screen looks like this:

• By default all individuals will have the Account’s Last Name.  To override this, use the Override Last Name field.

  

• Click on to further expand the screen and record additional information.

From an Old Account: Account Screen

• Select thesign located next to Individuals on the Account Screen.

• A drop-down will appear with two options:

  • Add Existing: find an individual located on a different account and add them to this one as well.

    • Use the search bar on the Add Existing Individual screen to find the individual.

      

  • Add New: create a new individual to add to this account.

    • Fill in the fields on the Create Individual screen.

      

    • Click on to expand the screen for more field options.

    • By default all individuals will have the Account’s Last Name.  To override this, select   after the Last name.

      

    • Hit when done.

Primary Individuals

A Primary Individual is the main individual on the account.  Every account in Admire can have a maximum of 2 active primary individuals and a minimum of one active primary individual.  Of the two individuals allowed one must be male - Him and the other female - Her.

The primary individuals appear as part of the account name.  All Letters are addressed to them and not the other individuals on the account.

Example: If there primary individuals Rabbi Moshe Cohen & Mrs. Tzipi Cohen the account will appear as Cohen, Moshe and Tzipi.

• The primary individuals are marked with a filled in light purple star  .

• The stars by other individuals on the account are not filled in

Switching the Primary Individual

Follow these steps to switch the primary individual.  Note that the Him can only be switched for another male individual and the Her for a female.

• Open the account.

• Click on the empty star next to the individual you wish to make primary.

• That individual will become primary and the star will change to .

• The previous primary individual will still remain on the account but will switch to theempty star.