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CommunityWhat is the difference between "People" and "Card"? When should I use "People" vs. "Card"?

What is the difference between "People" and "Card"? When should I use "People" vs. "Card"?

  • Scott Wolf (Schlossberg, LLC)

    We've been doing this a while, and our policy is when in doubt create a card. I think, and I know LEAP will correct me, is that the only time a person is created is when you put in a staff member under a company or if you voluntarily create a "people" instead of "card".

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What is the difference between "People" and "Card"? When should I use "People" vs. "Card"?