Creating a New Individual

To create a new individual constituent:

1. From the Personify main menu, select CRM/Orders > CRM360 > Create New Constituent.
The New Constituent Creation screen displays.

2. Select the Individual radio button, as highlighted below.

3. The Constituent ID is generated automatically, but can be changed if desired.

4. Select the Constituent Class.
By default, Individual is selected. The values in this drop-down menu are populated based on the non-fixed CUSTOMER_CLASS system type for the CUS subsystem.

5. Select the constituent's Address Type.
By default, Home is selected. The values in this drop-down menu are populated based on the non-fixed ADDRESS_TYPE system type for the CUS subsystem.

6. If necessary, select the constituent's Prefix.
For example, Miss, Mrs., Mr., and etc. The values in this drop-down menu are populated based on the non-fixed code NAME_PREFIX system type for the CUS subsystem.

7. Enter the constituent's First Name, if necessary.

8. Enter the constituent's Middle Name, if necessary.

9. Enter the constituent's Last Name.
This is a required field.

If the WEB_PASSWORD_GENERATION application parameter is set to "LASTNAME" and the constituent's last name has fewer characters than the value defined for the "PasswordStrengthRegularExpression" key in the Web.config file, the system will display the following error when the constituent is saved: "Web Credentials for the user will not be created as no email id exists."

By default, the value is set to "6" in the code below the Web.config file:

<!-- Password Regular Expressions Samples
Minimum Length 6:
^.*(?=.{6,})
minimum length 6, one number, one char
^.*(?=.{6})(?=.*\d)(?=.*[a-z]).*$
minimum length 6, one number, one lower case character, one upper case character, one special character.
^.*(?=.{6,})(?=.*\d)(?=.*[a-z])(?=.*[A-Z])(?=.*[@#$%^&+=]).*$
^.*(?=.{6,})(?=.*\d)(?=.*[a-z])(?=.*[A-Z])(?=.*[@#$%^&+=]).*$

The Special Character set can be increased to include !~ etc. Make sure if using special characters you always have the $ symbol, else it might affect auto password generation logic.

The minimum password length cannot be greater than 8-->
<KeyValue Key="PasswordStrengthRegularExpression" Value="^.*(?=.{6,})" />

10. Select the constituent's Suffix, if necessary.
For example, II, III, JR, and etc. The values in this drop-down menu are populated based on the non-fixed code NAME_SUFFIX system type for the CUS subsystem.

11. Click the Credentials link to open the Credentials Chooser.
From this screen, search for and select any credentials that apply to the new customer. For example, CPA, MD, PhD, and etc. The values on this screen are populated based on the non-fixed CREDENTIALS system type for the CUS subsystem.

12. The Description of any credential(s) you select is displayed as read-only.

13. Enter the constituent's Nickname, if necessary.

14. From the Parent Constituent section, select the parent constituent by clicking the Constituent ID link and searching for a parent constituent, if necessary. See image below.

15. If you selected a parent constituent, select the Create Employee Employer Relationship checkbox to create an Employment relationship for the new constituent and parent constituent.
This relationship will be automatically created on the Relationships screen.

16. If you selected a parent constituent, Link Constituent to This Parent Constituent's Address.
If you select this checkbox, the address fields in the Address section will be automatically populated with the address of the selected parent constituent.

17. From the Address section, enter the name of the constituent's Employer, if necessary.

18. Enter the constituent's Job Title, if necessary.
When the job title is provided in back office or e-Business, it will also be copied to the Primary Job Title of the constituent.

19. Enter a Personal Line and/or Mail Stop, if necessary.
The personal line and mail stop are extra ways identifying the customer for mail routing. Depending on the address structure defined by your organization, these may be used on mailing labels.

20. Enter the constituent's Address Line 1.

Although the address fields are required, if you selected the Address Type "BLANK", the system will allow you to save the new constituent without entering an address.

21. Enter Address Line 2, Address Line 3, and/or Address Line 4, if necessary.

22. Enter the constituent's Zip Code.
If more than one city exists for the entered zip code, a pop-up will display from which you can select the appropriate city.

23. If the system found the zip code entered, the City and State fields will be automatically populated. Otherwise, enter the City and click the State link to search for and select the appropriate state.

24. Enter the County, if necessary.

25. Select the Country from the drop-down menu.

When an address is created for a constituent that owns the address, an entry is created in the CUS_Address_Details table and the CUS_Address table. When a linked address is created for a constituent, an entry is created in the CUS_Address_Details table. You cannot link an address for an individual once an unlinked address is saved because the CUS_Address table will not be properly updated.

26. If the new constituent's information should be published in any base directory reports, whether printed or published on the Web (e.g., XBT1202), select the Publish in Directory checkbox.
When unchecked, the e-Business Member Directory web part excludes this new customer information.

27. Enter the priority in which the address will be listed in the directory in the Directory Priority field.

28. By default, the Default Bill-to checkbox is checked.
At least one address must be designated as the default bill-to address. Since this is the constituent's first address in Personify, this checkbox must be selected. Once the constituent is added to Personify, you can add an additional address and designate which of the two is the default bill-to address on all orders for this constituent.

29. By default the Default Ship-to checkbox is checked.
At least one address must be designated as the default ship-to address. Since this is the constituent's first address in Personify, this checkbox must be selected. Once the constituent is added to Personify, you can add an additional address and designate which of the two is the default ship-to address on all orders for this constituent.

30. If the new constituent does NOT want their address to display on base roster reports (e.g., MBR1212PE), select the Confidential checkbox.

When defining contact information for a constituent, phone, email, web/social media, and fax communication methods can be marked as “Include in Directory”. Additionally, address communication methods. can be marked as “Confidential”. In the back office, all online roster and directory reports where the last character in the report name is “E” (for external), respect the “Confidential” and “Include in Directory” definition for the listed constituents’ communication methods. For example, if John Smith has his personal mobile phone number marked as not to be included in the directory, that number will not be included in the MBR1200PE report.

For example, MBR1200CE and MBR1200PE. MBR1200CE means it is a report that lists companies first (hence the “C” in MBR1200CE), then the employees, and finally, it is an external report (hence the “E” in MBR1200CE). This means that its intended audience is people outside the organization. MBR1200PE means it is a report that lists individuals (hence the “P” for “professionals” in MBR1200PE), and it is intended to be viewed by people outside the organization (hence the “E” for “external” in MBR1200PE). The confidential flag is ignored on internal reports, which are reports that have an “I” as the last character in their name (e.g., MBR1200CI and MBR1200PI).

The “confidential” flag is also respected in the mobile member directory.

31. Click Validate Address.
The Address Validation screen displays with the status of the validation. Click Accept. See Validating a Customer Address for more information.

To add another address for the company, click Add Additional Address. See Adding Additional Customer Addresses for more information.

If you do not want to change the alias, but still want to be able to access the Customer Central screen when needed, users with privileges to use the command builder can use the following command: cmd://OpenView?Name=CusCentral&IgnoreAlias=True. This command will ignore the alias defined to open CRM360 and will open the Customer Central screen. See Command Builder Detail for more information.

32. Click Next.
The Contact Info tab displays, as shown below.

33. On the Contact Info tab, enter the contact's information, including Location, Country Code, and Number. The options include:

· Phone

· Mobile

· Fax

· Email

For more information on the default SSO settings when creating a new constituent, please see Customer Creation and SSO.

· Web

34. Check the Include in Directory checkbox next to the appropriate contact information, if necessary.
When checked, this indicates the new constituent gives permission to publish the selected contact information.

35. Check the Do Not Call checkbox next to the appropriate contact information, if necessary.
Today’s date is automatically selected as the start date in which the contact information cannot be called. The contact information cannot be called for purposes of soliciting or promoting a product, service, membership, and etc. If this checkbox is selected, "On Do-Not-Call Registry" will display to the right of the contact method on the Contact Information screen in CRM360, as highlighted below.

36. In the Additional Non-Primary Contacts Methods section, select the Type from the drop-down, fill out the appropriate fields, and click Add.
The fields in this section change depending on the Type selected. You can also select whether you want to include the contact in the directory. Once you add the contact, you can select the Do Not Call checkbox in the table cell.

37. Click Next.
The Special Info tab displays, as shown below.

38. On the Special Info tab, select the appropriate permissions. The options include:

· Allow Email – When checked, it indicates emailed communications can be sent to this constituent. When unchecked, no emailed communications can be sent to this constituent with the exception of automated system notifications. If this checkbox is unchecked, "Do Not Solicit" will display in red text to the right of the Email communication method on the Contact Information screen in CRM360, as shown below.

· Allow Fax – When checked, it indicates faxed communications can be sent to this constituent. When unchecked, no faxed communications can be sent to this customer, regardless of whether the communication is considered promotional solicitation or not. If this checkbox is unchecked, "Do Not Solicit" will display in red text to the right of the Fax communication method on the Contact Information screen in CRM360, as shown below.

· Allow Solicitation – When checked, it indicates solicitations can be sent to this constituent. If this checkbox is unchecked, the "Allow All Solicitation" checkbox will be unchecked and "Do Not Solicit" will display in red text to the right of each communication method on the Contact Information screen in CRM360, as shown below.

· Allow Phone – When checked, it indicates the constituent can receive phone calls. If this checkbox is unchecked, "Do Not Solicit" will display in red text to the right of the Phone communication method on the Contact Information screen in CRM360, as shown below.

39. From the Billing Information section, select the appropriate billing information method either by Bill Direct or Bill Parent Constituent, as shown below.

40. From the Sales Information section, select the Sales Territory, Sales Rep, Rate Structure Override, and Payment Terms

41. Click Next.

You must save the constituent before proceeding to the next tab. If you have not yet validated the address, the Address Validation screen displays. See Validating a Customer Address for more information.

The Shared Addresses tab displays, as shown below.

42. On the Shared Addresses tab, select whether you want to Create as Sub-Constituent, red arrow in image above.

43. Enter the new constituent's detail information and click Add.

44. As of 7.4.0SP1, if the REQ_USE_OF_CONSTITUENT_ROLES application parameter is set to "Y", the Step 5: Constituent Roles tab displays, as shown below. If not, click Save & Close to save the new constituent.

45. Highlight the role code in the Constituent Roles box that you want to assign.

46. Click the right arrow (>) to add the code.

47. Select the End Date in which the role no longer applies.

48. Enter any Comments about the assignment or ending role.

49. Click Save & Close.