# People

Guidelines for managing records, following up, and caring for people.

# Enter New People Record

**Description:** This page provides step-by-step instructions for adding new individuals to Elvanto, including verifying existing records, entering personal details, assigning giving numbers, and updating e-Transfer information for new donors. The process ensures that all records are up to date and properly categorized for tracking and communication purposes.

**Purpose:** To ensure accurate entry of new people records into Elvanto, preventing duplicate records and maintaining organized donor and visitor information.

## Procedure

1. <span class="C9DxTc ">Go to the </span>[<span class="C9DxTc aw5Odc ">People Page on Elvanto</span>](https://members.saskcac.ca/admin/people/person/?category=c4f38a89-ee63-11e6-8f05-0a6b0d448233)<span class="C9DxTc ">.</span>
2. <span class="C9DxTc ">Check if the person already exists in Elvanto to avoid duplicates.</span>
    
    
    - <span class="C9DxTc ">Use the Search icon (magnifying glass) to search by first or last name. If you find no matches, proceed to the next step.</span>
3. <span class="C9DxTc ">Enter all available information for the person.</span>
4. <span class="C9DxTc ">For new donors, assign a giving number. Check </span>[<span class="C9DxTc aw5Odc ">Elvanto's Giving Number Report</span>](https://members.saskcac.ca/admin/people/#peopleview:4c4608c1_0cff_11e7_8f05_0a6b0d448233)<span class="C9DxTc "> and use the next sequential number after the highest one listed. For example, if the highest number is 000368, assign 000369. Enter this number in the </span><span class="C9DxTc ">Visitor Record</span><span class="C9DxTc "> section.</span>
5. <span class="C9DxTc ">For new donors using e-Transfer, add their </span><span class="C9DxTc ">e-Transfer email</span><span class="C9DxTc "> to the </span><span class="C9DxTc ">Visitor Record</span><span class="C9DxTc "> section.</span>
6. <span class="C9DxTc ">Click the Save button.</span>