Adding a Person is easy with Undershepherd and comes with a lot of options!
First, navigate to your dashboard by going to https://my.undershepherd.app.
If you’re just starting out, your dashboard will come prepopulated with 3 example People (as shown below). To add a new Person, click + Add Person at the top-right:
You then have the option to add more data to the Person’s record. The default fields are:
- First Name
- Last Name
- Birth Date
- Bio
- Gender
- Marital Status
- Emails
- Addresses
- Phone Numbers
- Social Media Profiles (or Websites)
- Custom Fields (new)
Don’t have the field you’re looking for? No problem! You can now add Custom Fields to a person! Click here to view our tutorial on how to add Custom Fields to a person in Undershepherd!