People
Work with owners, adopters, finders, fosters, contacts, addresses, and partner organizations.
5 guides
Download category PDFFind and Create a Person Record
People stores reusable contacts for owners, adopters, finders, custodians, foster caregivers, and complainants. A person’s role in an event is represented by links and workflows, not a separate duplicate identity.
Read guide →Update Contact Information and Review Person History
Updating an existing person keeps its linked animal and financial history together. Verify the identity before changing contact details.
Read guide →Link a Person to an Animal
Animal Relationships distinguishes ownership, custody, foster, finder, previous-owner, and other links. Choose the role that accurately describes the relationship.
Read guide →Create and Link a Reusable Address
Addresses stores locations once and allows people to share the correct address record. Review existing locations before creating another version of the same address.
Read guide →Create and Maintain Partner Organizations
Partner Organizations represents rescue groups, shelters, veterinary providers, government agencies, nonprofits, and businesses. Transfer destinations should use the organization record when the receiving party is an organization.
Read guide →