Epiphany - User contributions [en]

Screens:Person

2023-05-03T03:41:59Z

WikiSysop:

Edit all person records, including all contacts, employees, and Epiphany users.

Epiphany uses central Person table for all people used in the system, regardless of their type or purpose. A single person entry on this screen can represent a contact, a customer, a vendor, an employee, and an Epiphany User Account all at the same time. It is strongly recommended that you have only a single person record for every real person.

This screen contains a large number of tabs, representing both additional database information that can be completed for the person and common historical information about the person, like AR/AP/Inventory history.
<div style="clear:both;"></div>
__TOC__
==Fields==
<p style="color:red">Fields in red are critical.</p>
:;<p style="color:red">Last Name</p>
::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.
:;<p style="color:red">First Name</p>
::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.
:;<p style="color:red">Employee</p>
::This is a flag indicating if this person is an employee of not. If they are marked as an employee, they will be visible from the Employee screen, otherwise they will not.
:;Birthdate
::This is purely informational.
:;Sex
::This is purely informational.
:;Category
::link to category(ies) for data filtering and categorizing
:;Active Flag
::Active is the default when adding a new person; uncheck this box if person becomes inactive
:;Contact Information
::;Address information (Street, City, State and Zip)
:::Default mailing address information for the person. More specific addresses can be found on the Addresses Tab.
::;Email Addresses and descriptions
:::Email Addresses are used when Epiphany needs to send email notifications of any sort to a person.
::;Phone numbers and descriptions
:::Multiple phone numbers can be listed, prioritized, and marked as "Private". Private phone numbers are hidden from view for unauthorized users on the web-based phone directory.
:;Company Affiliations(Company/Position)
::link related person to company and position
:;Family
::link family members to related person record
:;Photo
::insert photo image of person

==Functions==

:;[[File:OutlookSync.png]]
::Turns on Outlook Sync to sync this record to your Outlook Contacts. The outlook sync feature requires configuration of the Epiphany Background Process windows service.
:;Fingerprint
::Register person’s fingerprints with compatible fingerprint device. This is an old deprecated authentication feature.
:::[[File:FingerprintRegistration.png]]
:;Send
::Opens a new blank email and places the person's email addresses in the “To” field. It requires compatible email client software.
:;Print Label
::Prints an address label to compatible printer for the current person.
:;Print (Filtered)
::This only works when you have filtered the person screen. Then it will print address labels for all person records included in the current filter.

==Tabs==
===Addresses===
Displays all addresses related to person record

:;Default Address
::This is just another place to edit the same address that is on the main Person Tab.
:;Bill To
::This address will be used on AR Invoices as the Bill To Address. If left blank, the Default Address will be used.
:;Ship To
::This address will be used on AR Invoices as the Ship To Address. If left blank, the Default Address will be used.
:;Remit To
::This address will be used on AP Checks. If left blank, the Default Address will be used.
:;Email Address From
::When this person is logged in as an Epiphany user and sends and Email, this address will be used as the From address. If left blank, the users regular EMail address will be used.
:;Email Reply To
::When this person is logged in as an Epiphany user and sends and Email, this address will be used as the Reply To address. If left blank, the address being used as the "From" address will be used.
:;Owner of
::This is the address of any properties owned by this person. This field can be used independently, but is primarily here as a reverse cross-reference to the detailed address screens, that allow the assignment of an owner for the property.

===Other===
Additional information related to person record
===Security===
security credentials and level of access rights to Epiphany
===Credit Card===
stores credit card information for billing
===Inv History===
displays invoice history related to person record
===AR History===
displays AR history related to person record
===AR Payments===
displays AR payments related to person record
===AP History===
displays the AR invoices related to person record
===Open Orders===
displays open order in Epiphany related to person record
===Class Entry===
displays classes related to person record
===Class History===
displays history of classes attended
===Activity===
displays any activity logs related to person record
===Acct Defaults===
displays the default billing options related to person record
===Security Basic===
displays basic security to allow for password resets

Screens:Person

2023-05-03T03:40:49Z

WikiSysop:

<div style="float:left; clear:both; margin-right:1em;">__TOC__</div><br/>
Edit all person records, including all contacts, employees, and Epiphany users.

Epiphany uses central Person table for all people used in the system, regardless of their type or purpose. A single person entry on this screen can represent a contact, a customer, a vendor, an employee, and an Epiphany User Account all at the same time. It is strongly recommended that you have only a single person record for every real person.

This screen contains a large number of tabs, representing both additional database information that can be completed for the person and common historical information about the person, like AR/AP/Inventory history.
<div style="clear:both;"></div>
__TOC__
==Fields==
<p style="color:red">Fields in red are critical.</p>
:;<p style="color:red">Last Name</p>
::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.
:;<p style="color:red">First Name</p>
::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.
:;<p style="color:red">Employee</p>
::This is a flag indicating if this person is an employee of not. If they are marked as an employee, they will be visible from the Employee screen, otherwise they will not.
:;Birthdate
::This is purely informational.
:;Sex
::This is purely informational.
:;Category
::link to category(ies) for data filtering and categorizing
:;Active Flag
::Active is the default when adding a new person; uncheck this box if person becomes inactive
:;Contact Information
::;Address information (Street, City, State and Zip)
:::Default mailing address information for the person. More specific addresses can be found on the Addresses Tab.
::;Email Addresses and descriptions
:::Email Addresses are used when Epiphany needs to send email notifications of any sort to a person.
::;Phone numbers and descriptions
:::Multiple phone numbers can be listed, prioritized, and marked as "Private". Private phone numbers are hidden from view for unauthorized users on the web-based phone directory.
:;Company Affiliations(Company/Position)
::link related person to company and position
:;Family
::link family members to related person record
:;Photo
::insert photo image of person

==Functions==

:;[[File:OutlookSync.png]]
::Turns on Outlook Sync to sync this record to your Outlook Contacts. The outlook sync feature requires configuration of the Epiphany Background Process windows service.
:;Fingerprint
::Register person’s fingerprints with compatible fingerprint device. This is an old deprecated authentication feature.
:::[[File:FingerprintRegistration.png]]
:;Send
::Opens a new blank email and places the person's email addresses in the “To” field. It requires compatible email client software.
:;Print Label
::Prints an address label to compatible printer for the current person.
:;Print (Filtered)
::This only works when you have filtered the person screen. Then it will print address labels for all person records included in the current filter.

==Tabs==
===Addresses===
Displays all addresses related to person record

:;Default Address
::This is just another place to edit the same address that is on the main Person Tab.
:;Bill To
::This address will be used on AR Invoices as the Bill To Address. If left blank, the Default Address will be used.
:;Ship To
::This address will be used on AR Invoices as the Ship To Address. If left blank, the Default Address will be used.
:;Remit To
::This address will be used on AP Checks. If left blank, the Default Address will be used.
:;Email Address From
::When this person is logged in as an Epiphany user and sends and Email, this address will be used as the From address. If left blank, the users regular EMail address will be used.
:;Email Reply To
::When this person is logged in as an Epiphany user and sends and Email, this address will be used as the Reply To address. If left blank, the address being used as the "From" address will be used.
:;Owner of
::This is the address of any properties owned by this person. This field can be used independently, but is primarily here as a reverse cross-reference to the detailed address screens, that allow the assignment of an owner for the property.

===Other===
Additional information related to person record
===Security===
security credentials and level of access rights to Epiphany
===Credit Card===
stores credit card information for billing
===Inv History===
displays invoice history related to person record
===AR History===
displays AR history related to person record
===AR Payments===
displays AR payments related to person record
===AP History===
displays the AR invoices related to person record
===Open Orders===
displays open order in Epiphany related to person record
===Class Entry===
displays classes related to person record
===Class History===
displays history of classes attended
===Activity===
displays any activity logs related to person record
===Acct Defaults===
displays the default billing options related to person record
===Security Basic===
displays basic security to allow for password resets

Template:EpiphanyHelpText

2023-05-03T03:22:58Z

WikiSysop:

{{#tag:div||class=epiphanyhelptext|data-helptype={{{1}}}|data-id={{{2}}} }}
<noinclude>
<kbd><nowiki>{{EpiphanyHelpText|Detail|31}}</nowiki></kbd>

This template is used to create a placeholder div, with the class of 'epiphanyhelptext', on the wiki page with two data attributes. The first parameter is one of these keywords: '''Screen''', '''Detail''', or '''Field'''. The second data attribute contains the database ID of the help text article.

The template gets populated by an AJAX call that is defined in [[Mediawiki:Common.js]].

The database calls are handled by this PHP file: extensions/EpiphanyHelpText/helptext.php
</noinclude>

Template:EpiphanyHelpText

2023-05-03T03:19:44Z

WikiSysop:

{{#tag:div||class=epiphanyhelptext|data-helptype={{{1}}}|data-id={{{2}}} }}
<noinclude>
This template is used to create a placeholder div, with the class of 'epiphanyhelptext', on the wiki page with two data attributes. The first parameter is one of these keywords: '''Screen''', '''Detail''', or '''Field'''. The second data attribute contains the database ID of the help text article.

The template gets populated by an AJAX call that is defined in [[Mediawiki:Common.js]].

The database calls are handled by this PHP file: extensions/EpiphanyHelpText/helptext.php
</noinclude>

Main Page

2019-11-12T23:37:16Z

WikiSysop:

[[File:Epiphany Logo.png|frameless|center|Epiphany]]

<center>Welcome to Epiphany!</center>

<center>Here you will find everything you need to understand Epiphany.</center>
=== Epiphany Manual ===
{{#dpl:
|columns=4
|namespace=Manual
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

=== How-To ===
{{#dpl:
|columns=4
|namespace=HowTo
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

=== Postings ===
{{#dpl:
|columns=4
|namespace=Postings
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

HowTo:Font Awesome

2019-11-08T21:51:05Z

WikiSysop:

{{#fas:snowflake}} - solid

{{#fad:snowflake}} - duotone

{{#fal:snowflake}} - light

{{#far:snowflake}} - regular

[https://fontawesome.com/icons/ See all the icons]

HowTo:Font Awesome

2019-11-08T21:49:41Z

WikiSysop:

HowTo:Font Awesome

2019-11-08T21:40:25Z

WikiSysop: Created page with "{{#fas:snowflake}}"

MediaWiki:Common.css

2019-11-08T21:10:42Z

WikiSysop:

/* CSS placed here will be applied to all skins */
pre, .mw-code, code, var, kbd, samp, textarea { font-family: Consolas, AndaleMono, Monaco, Courier, monospace; tab-size: 4; }
textarea, #wpTextbox1 { font-size: 11pt; }
.wikitable tr:nth-child(even) td { background: #fff; }
.wikitable tr:nth-child(odd) td { background: #eee; }
.list-2-columns { -webkit-column-count: 2; -moz-column-count: 2; -o-column-count: 2; column-count: 2; }
.list-3-columns { -webkit-column-count: 3; -moz-column-count: 3; -o-column-count: 3; column-count: 3; }
.list-4-columns { -webkit-column-count: 4; -moz-column-count: 4; -o-column-count: 4; column-count: 4; }

Manual:Basics

2019-11-08T21:03:40Z

WikiSysop: Created page with "Create me! Wait, if I don't exist how did I ask to be created?"

Create me!

Wait, if I don't exist how did I ask to be created?

Main Page

2019-11-08T21:02:36Z

WikiSysop:

MediaWiki:Common.css

2019-11-08T20:32:57Z

WikiSysop:

MediaWiki:Common.css

2019-11-08T20:31:51Z

WikiSysop:

Main Page

2019-11-01T01:58:50Z

WikiSysop:

[[File:Epiphany Logo.png|frameless|center|Epiphany]]

<center>Welcome to Epiphany!</center>

<center>Here you will find everything you need to understand Epiphany.</center>

= Basics =

File:Epiphany Logo.png

2019-11-01T01:57:50Z

WikiSysop:

MediaWiki:Common.css

2019-10-25T02:26:35Z

WikiSysop:

MediaWiki:Common.css

2019-10-25T02:13:41Z

WikiSysop:

MediaWiki:Common.css

2019-10-25T02:12:59Z

WikiSysop:

MediaWiki:Common.css

2019-10-25T02:11:44Z

WikiSysop:

MediaWiki:Common.css

2019-10-25T02:10:23Z

WikiSysop:

MediaWiki:Common.css

2019-10-25T02:08:16Z

WikiSysop:

Main Page

2019-10-25T02:05:38Z

WikiSysop:

This is the Main page. Feel free to delete this content.

The '''''Visual Editor''''' is working.
{| class="wikitable"
|+
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!COL5
|-
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<syntaxhighlight lang="perl">#!/usr/bin/perl
use strict;
use File::Copy;
use Net::FTP;
use Socket;

sub ftp_folder {
my $dir = shift;
my $ftpdir = shift;

my $c = "ls -1 '$dir'";
my @ls = `$c`;
chomp @ls;
my $i;

if ($debug) {
foreach $i (@ls) {
print "$i\n";
}
}

my $err = 0;
$i = 0;
my $ftp;
$ftp = Net::FTP->new($ftpHost, Debug => 0)
or die "Cannot connect to $ftpHost: $@";
$ftp->login($ftpUser, $ftpPass)
or die "Cannot login ", $ftp->message;
$ftp->cwd($ftpdir)
or die "Cannot change working directory ", $ftp->message;
$ftp->binary();

foreach my $f (@ls) {
print "Copying $f to $ftpHost$ftpdir\n";
$ftp->put("$dir/$f") or $err = 1;
if (!$err) {
unlink "$dir/$f";
$i++;
}
}
$ftp->quit;
sleep 2;
return $i;
}
</syntaxhighlight >

Main Page

2019-10-25T02:05:11Z

WikiSysop:

This is the Main page. Feel free to delete this content.

The '''''Visual Editor''''' is working.
{| class="wikitable"
|+
!COL1
!COL2
!COL3
!COL4
!COL5
|-
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< syntaxhighlight lang="perl">#!/usr/bin/perl
use strict;
use File::Copy;
use Net::FTP;
use Socket;

sub ftp_folder {
my $dir = shift;
my $ftpdir = shift;

my $c = "ls -1 '$dir'";
my @ls = `$c`;
chomp @ls;
my $i;

if ($debug) {
foreach $i (@ls) {
print "$i\n";
}
}

my $err = 0;
$i = 0;
my $ftp;
$ftp = Net::FTP->new($ftpHost, Debug => 0)
or die "Cannot connect to $ftpHost: $@";
$ftp->login($ftpUser, $ftpPass)
or die "Cannot login ", $ftp->message;
$ftp->cwd($ftpdir)
or die "Cannot change working directory ", $ftp->message;
$ftp->binary();

foreach my $f (@ls) {
print "Copying $f to $ftpHost$ftpdir\n";
$ftp->put("$dir/$f") or $err = 1;
if (!$err) {
unlink "$dir/$f";
$i++;
}
}
$ftp->quit;
sleep 2;
return $i;
}
</syntaxhighlight >

MediaWiki:Common.css

2019-10-25T01:54:49Z

WikiSysop:

MediaWiki:Common.css

2019-10-25T01:52:47Z

WikiSysop:

/* CSS placed here will be applied to all skins */
pre, pre.mw-code, code, var, kbd, samp, textarea { font-family: Consolas, AndaleMono, Monaco, Courier, monospace; tab-size: 4; }
textarea, textarea#wpTextbox1 { font-size: 11pt; }
table.main_page_dpl3columns td { vertical-align: top; }
.list-4-columns { -webkit-column-count: 4; -moz-column-count: 4; -o-column-count: 4; column-count: 4; }

MediaWiki:Common.css

2019-10-25T01:51:49Z

WikiSysop:

/* CSS placed here will be applied to all skins */
pre, pre.mw-code, code, var, kbd, samp, textarea { font-family: Consolas, AndaleMono, Monaco, Courier, monospace; tab-size: 4; }
textarea, textarea#wpTextbox1 { font-size: 11pt; }
table.main_page_dpl3columns td { vertical-align: top; }
/* table.wikitable tr:nth-child(even) td { background: #fff; }
table.wikitable tr:nth-child(even) td { background: #eee; } */
.list-4-columns { -webkit-column-count: 4; -moz-column-count: 4; -o-column-count: 4; column-count: 4; }

MediaWiki:Common.css

2019-10-25T01:51:16Z

WikiSysop: Created page with "/* CSS placed here will be applied to all skins */ pre, pre.mw-code, code, var, kbd, samp, textarea { font-family: Consolas, AndaleMono, Monaco, Courier, monospace; tab-size:..."

/* CSS placed here will be applied to all skins */
pre, pre.mw-code, code, var, kbd, samp, textarea { font-family: Consolas, AndaleMono, Monaco, Courier, monospace; tab-size: 4; }
textarea, textarea#wpTextbox1 { font-size: 11pt; }
table.main_page_dpl3columns td { vertical-align: top; }
table.wikitable tr:nth-child(even) td { background: #fff; }
table.wikitable tr:nth-child(even) td { background: #eee; }
.list-4-columns { -webkit-column-count: 4; -moz-column-count: 4; -o-column-count: 4; column-count: 4; }

Main Page

2019-10-24T14:58:18Z

WikiSysop:

This is the Main page. Feel free to delete this content.

The '''''Visual Editor''''' is working.
{| class="wikitable"
|+
!COL1
!COL2
!COL3
!COL4
!COL5
|-
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|}
<source lang="perl">#!/usr/bin/perl
use strict;
use File::Copy;
use Net::FTP;
use Socket;

sub ftp_folder {
my $dir = shift;
my $ftpdir = shift;

my $c = "ls -1 '$dir'";
my @ls = `$c`;
chomp @ls;
my $i;

if ($debug) {
foreach $i (@ls) {
print "$i\n";
}
}

my $err = 0;
$i = 0;
my $ftp;
$ftp = Net::FTP->new($ftpHost, Debug => 0)
or die "Cannot connect to $ftpHost: $@";
$ftp->login($ftpUser, $ftpPass)
or die "Cannot login ", $ftp->message;
$ftp->cwd($ftpdir)
or die "Cannot change working directory ", $ftp->message;
$ftp->binary();

foreach my $f (@ls) {
print "Copying $f to $ftpHost$ftpdir\n";
$ftp->put("$dir/$f") or $err = 1;
if (!$err) {
unlink "$dir/$f";
$i++;
}
}
$ftp->quit;
sleep 2;
return $i;
}
</source>

Main Page

2019-10-24T14:30:27Z

WikiSysop:

This is the Main page. Feel free to delete this content.

The '''''Visual Editor''''' is working.
{| class="wikitable"
|+
!COL1
!COL2
!COL3
!COL4
!COL5
|-
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|-
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|-
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|}
<syntaxhighlight lang="perl">#!/usr/bin/perl
use strict;
use File::Copy;
use Net::FTP;
use Socket;
sub ftp_folder {
my $dir = shift;
my $ftpdir = shift;

my $c = "ls -1 '$dir'";
my @ls = `$c`;
chomp @ls;
my $i;

if ($debug) {
foreach $i (@ls) {
print "$i\n";
}
}

my $err = 0;
$i = 0;
my $ftp;
$ftp = Net::FTP->new($ftpHost, Debug => 0)
or die "Cannot connect to $ftpHost: $@";
$ftp->login($ftpUser, $ftpPass)
or die "Cannot login ", $ftp->message;
$ftp->cwd($ftpdir)
or die "Cannot change working directory ", $ftp->message;
$ftp->binary();

foreach my $f (@ls) {
print "Copying $f to $ftpHost$ftpdir\n";
$ftp->put("$dir/$f") or $err = 1;
if (!$err) {
unlink "$dir/$f";
$i++;
}
}
$ftp->quit;
sleep 2;
return $i;
}

</syntaxhighlight>

Main Page

2019-10-24T14:15:04Z

WikiSysop:

Main Page

2019-10-24T14:13:37Z

WikiSysop:

Main Page

2019-10-24T14:03:41Z

WikiSysop:

This is the Main page. Feel free to delete this content.

The '''''Visual Editor''''' is working.
{| class="wikitable"
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2019-10-24T13:57:45Z

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2019-10-24T13:55:43Z

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The '''''Visual Editor''''' is working.

Main Page

2019-10-24T01:59:30Z

WikiSysop: Replaced content with "This is a blank page. The Visual Editor is working."

This is a blank page.

The Visual Editor is working.