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SAFE Mobile App - Adding a Person

After logging in to the SAFE Mobile App, if you click the 3 horizontal bars in the top lefthand corner of your screen, you'll be taken to the Nav Menu.
You may then click Add Person


Anything with a red asterisk is a required field in the SAFE Mobile App
You may now enter the person's First Name and Last Name.
If Business Name is chosen, the requirements for First Name and Last Name are removed.
Next, enter any pertinent information about the Person.


When finished, scroll to the bottom of the screen and click Save.


In this example, a Duplicate Person has been found.
You may click Add This Person to add the Person already in your database.
Or, you may click Proceed Anyway to add the Person you just entered.


Once entered, you'll be taken to the Basic Info screen for that Person.
On the Basic Info screen, you may view Addresses, Cases & Items, Media, Notes, Tasks, Custom Data, and History related to that Person.
Click the blue circle with the piece of paper and pencil to Edit that Person.


Entering a Person after entering a Case

After initial Case entry, you may click the People icon at the bottom of the screen.

Next, click the Person Icon to Add a Person.


Anything with a red asterisk is a required field in the SAFE Mobile App
You may now enter the person's First Name and Last Name.
If Business Name is chosen, the requirements for First Name and Last Name are removed.
Next, enter any pertinent information about the Person.


When finished, scroll to the bottom of the screen and click Save.


In this example, a Duplicate Person has been found.
You may click Add This Person to add the Person already in your database.
Or, you may click Proceed Anyway to add the Person you just entered.


Once entered, you'll be taken to the Basic Info screen for that Person.
On the Basic Info screen, you may view Addresses, Cases & Items, Media, Notes, Tasks, Custom Data, and History related to that Person.
Click the blue circle with the piece of paper and pencil to Edit that Person.