How to add an existing Person to the Agency drop-down
This process allows you to add an existing Person profile to your Agency drop-down lists. You will need access to the Administration menu to perform this task.
To add an Existing Person record as a Shelter or Rescue:
Make a note of the Person ID number for the record you wish to add to the drop-down list.
- Click on the Administration link in the nav bar menu at the top of the screen.
- Click on the Add Existing Person to Agency Drop Down List link.
- Enter the Person ID number if known or search for the existing record using the search fields provided.
- Select the correct record from the resulting search return by clicking Create Agency link.
- You will need to enter the name for the agency as it is to appear in the Go to Agency drop-down list.
- The page will confirm the Agency has been added.
- Return to the Welcome / Search Page
- Check the Go to Agency drop-down box – your agency will be listed there.