Step 1: Open the creation form
1. Select Add New from the top right of any Entity Management screen.
2. Select New individual. The form expands below.
Step 2: Search for an existing record
As you type in the First Name field, the system searches for matches across both existing Entity Management individuals (labelled Entity) and existing Parties Log entries (labelled Party).
Select an Entity result — the existing Individual record opens directly. No new record is created.
Select a Party result — the form pre-populates with that Party's basic data. Complete the additional fields and save to create a full Entity Management record. The Party is managed from Entity Management going forward.
No match found — proceed to complete all fields and create a new Individual.
Step 3: Complete the form
Personal details: Salutation, First Name, Middle Name, Last Name (required), Full Name (auto-generated, read-only), Former Name, Unique Identifier 1 and 2, Honorific, Date of Birth, Country of Residence, Nationality / Citizenship, Occupation / Job Title.
Contact Details: Address Line 1, Address Line 2, City/Town, State, Zip/Postal Code, Country, Email, Phone. Select + Add Address to include a second address.
Step 4: Save
Select Save. The Individual record opens immediately.
Note: All individuals in Entity Management are classified as Parties. Individual data is stored at the location level and is not shared across Xakia locations.
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If you have any questions, please contact us at support@xakiatech.com or reach out to your Customer Success Manager.