Compass Records
To create a Compass record for an individual, member, or non-member, you must first run a People Search.
Best Practice - First, search for the individual's name to ensure they do not already have a record. From your search results, click the "Add" button in the top right-hand corner and complete steps 1-9.
Steps for Adding: *Bolded Information is required
Step 1 – Individual Personal Profile
Step 2 – Individual Organization Relationships
Step 3 – Individual Personal Relationships
Step 4 – Individual Custom Fields
Step 5 – Individual Addresses
Step 6 – Individual Phone Numbers
Step 7 – Individual Email Addresses
Step 8 – Individual Contact Options
Step 9 – Collegiate Information
Finish
Helpful Tips:
- You can also click "Add" from any saved search to create a Compass record.
- When completing Step 1, make sure the correct Member Status is selected and if needed, add a note.
- You can Finish after completing Step 1
- You can simply click "Save and Continue" if there is a page you do not wish to fill out.