Add a new person (or edit someone's details)
Add a donor, member or anyone else to People with their English and Hebrew names, phones, email, address, tags and how they want receipts. Editing uses the same form.
Before you start
- Your login can edit People (“Can view & edit”).
- 1
Open the new person form
Click “Record” at the top right → “Person”. Or go to People and click “Add person”. The page is called “New donor”.
“Add person” on the People page. - 2
English name
Fill in Title (Mr., Mrs., Rabbi…), First name, Last name and Suffix if any. You need at least an English or a Hebrew name.
The English name. - 3
Hebrew / Yiddish name
Fill in תואר (for example ר׳ or הרב), שם פרטי, שם משפחה, סיומת (for example הי״ו) and בן (the father's name). Choose the Gender — it is used for family labels like Son or Daughter.
The Hebrew name boxes type right to left. - 4
Contact details
Fill in Cell phone, Home phone, Work phone, Email, Second email and the address. If the person asked not to be contacted a certain way, tick “Do not email”, “Do not text” or “Do not mail”. Tick “OK to WhatsApp” only if they agreed.
Phones, emails and the mailing address. - 5
How to reach them
Optional but very useful for callers: Language (English, Yiddish, Hebrew), Best way (phone call, text, email…), Best time, a Contact note (for example “call the office, not the cell”) and one line “About them”.
Shown to anyone who calls or messages them. - 6
Receipts & automatic mailings
Choose how this person gets receipts (Your usual settings, Email only, Text only, WhatsApp only, Printed & mailed, or Don't send receipts) and whether they get a regular giving summary or a bill for open commitments.
How this person gets receipts and statements. - 7
Tags, group and notes
Under “Other”, type Tags separated by commas (for example “board, kiddush”), a Group or Class if you use them, and any Notes. Your own custom fields show below that.
Tags are separated by commas. - 8
Save
Click “Create donor” at the bottom. Yahiv gives the person the next account number and opens their page.
Create the person. - 9
To change someone later
Open the person and click “Edit details” under their contact details. Change what you need and click “Save changes”.
“Edit details” on the person's page.
Tips
- Search first — the person may already be there under a different spelling. Yahiv does not warn you when you add a duplicate.
- Changing the address clears a “Mail came back” mark on that person.
- Press Alt+N anywhere to open the new person form.
If something isn't working
It says “Enter at least an English or Hebrew name”.
Fill in a first or last name in English, or in Hebrew. A person with only a phone or email can't be saved.
It says “Invalid email” or “Invalid second email”.
Check the email for a typo — it needs an @ and a dot, with no spaces.
It says my plan includes up to a number of people.
Your plan is full. Contact Yahiv to raise the limit (see Settings → Plan & billing).
I don't see “Add person” or “Edit details” does nothing.
Your login can only view People. Ask an admin to give you “Can view & edit” under Settings → Team & roles.