People

General

• Introduction to People
• Import CSV and +Add Person
• Opt-In and/or Opt-Out Communication Options

Records

• Activity Record
• Applicant Record (Edit User)
• Placement Record(s)

Import CSV

• Introduction to Import CSV
• Checklist: CSV Formatting
• Uploading Consultant Records
• Uploading Placement Records
• Uploading Consultant and Placement Records