Creating a new person record

In order to be able to associate a case with a customer a Person Record will need to exist for them in Jadu Connect. If a record does not exist then creating a new one is very simple.

Create person

Click on the New Person button to begin the process.

This will bring up the form interface for creating a new Person Record.

Create person

In order to create a Person Record the minimum required information that you need is the customer’s:

Forename
Last name
Address

If you are intending to invite the customer to register for an online account then you will also need their Email.

Create person

To add the Address you will be using a postcode look up service. Just select the Add Address button, enter the postcode and then click Find.

Create person

Select the customer’s address from the returned results and then click Add Address to associate it with the record that you are creating.

Create person

If the customer’s address is not returned then you have the option to Manually enter address, but please note that this is not recommended as it can increase the risk of duplication and will not associate the correct UPRN.

Create person

Once you have added the address it will be registered as the primary address for the record. It is possible to add multiple addresses to a record by repeating the process.

Complete the process by clicking Save to create your new Person Record.

Create person

You will receive a confirmation that the record has been created along with the option to View details.

Create person

You can now raise cases against the Person Record and invite the customer to register for an online account if applicable.