Add or edit personal information

You can add the following information of your persons: first name, last name, middle name, custom salutation, gender, contact information such as mail or phone number, nationality, place and country of birth, birth date, national ID number, civil status, address, bank accounts, languages, politically exposed person, one person business and external reference.

Additionally, you can add notes about a person to enable you to consolidate essential information and include extra details that are not covered by the predefined fields. 

Below you can find the following guides on how to add:

• the birth date and place of birth;
• an address; 
• a mailaddress;
• a bank account;
• a note;
• a custom salutation (for example, this can be used when a person has a commonly used name in addition to their official name);
• a preferred language;
• a title (for example, “Mr” or “Ms” to be used in templates when addressing a letter to the person;
• an external reference (for example, if you use a specific code or abbreviation for the person, so you can easily search for them using this reference).

Below you can find a step by step guide on how to add add or edit personal details.

For detailed instructions, click 'Start tutorial' below.