Screens:Person: Difference between revisions

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~~'''Person Screen''' - consists of all contacts in your database.~~

[[Category:Demographics]]

= Tabs =

==Tabs==

== ~~Main – person demographics~~ ==

==Buttons==

~~== Addresses – displays~~ all ~~addresses related to~~ person record ==

== ~~Other – Additional information related~~ to ~~person record =~~=

::* Security – security credentials and ~~level of access rights~~ to ~~Epiphany~~

<br

::* Credit Card – stores credit card information for billing

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

::* Inv History – displays invoice history related to person ~~record~~

::* AR History – displays AR history related to person record

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.

::* AR Payments – displays AR payments related to ~~person record~~

::* AP History – displays the ~~AR invoices related to~~ person ~~record~~

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.

::* Open Orders – displays open order in Epiphany related to person record

::* Class Entry – displays classes related to person ~~record~~

__TOC__

::* Class History – displays history of classes attended

==Fields==

::* Activity – displays any ~~activity logs related~~ to person ~~record~~

Fields in red are critical.

::* Acct Defaults – displays the ~~default billing options~~ related to ~~person record~~

:;Last Name

::* Security Basic – displays basic security to ~~allow for password resets~~

::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.

:~~2. Top Section (Main Tab)~~

:;First Name

::* Person’s first name, last name, middle initial

::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.

::* [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts

:;Employee

:~~:* Birthdate~~

::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.

~~::* Sex~~

:;Birthdate

::* Category – link to category(ies) for data filtering and categorizing

::This is purely informational.

~~::* Fingerprint – register~~ person’s fingerprints with compatible fingerprint device

:;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]]

::* Active Flag – Active is the default when adding a new person; ~~uncheck this box if~~ person ~~becomes inactive~~

:;Send

::* Employee Flag – check this box if the person is ~~an employee of your company~~

::Opens a new blank email and places the person's email addresses in the “To” field. It requires compatible email client software.

:3. ~~Contact Information(Main Tab)~~

:;Print Label

::* Address ~~information (Street~~, ~~City~~, ~~State and Zip)~~

::Prints an address label to compatible printer for the current person.

::* Email ~~Addresses and descriptions~~

:;Print (Filtered)

::* Phone numbers and ~~descriptions~~

::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.

::* Send – opens a new email and ~~places~~ the ~~email addresses in~~ the ~~“To” field (requires compatible email client software)~~

:4. ~~Company Affiliations(Company/Position)~~ - ~~link~~ related person to ~~company and position~~

==Tabs==

~~:5. Family - link family members~~ to related person record

===Addresses===

~~:6. Photo – insert photo image~~ of person

Displays all addresses related to person record

~~:7. Print Label – print an address label~~ to ~~compatible printer for selected~~ person record

~~:8. (Filtered) – prints address labels for all records when person screen is filtered~~

:;Default Address

~~:9. Contact Person –~~ displays ~~contact at that 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 AP 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

@@ Line 1: / Line 1: @@
-'''Person Screen''' - consists of all contacts in your database.
+[[Category:Demographics]]
-= Tabs =
+==Tabs==
-== Main – person demographics ==
+==Buttons==
-== Addresses – displays all addresses related to person record ==
+<br>
-== Other – Additional information related to person record ==
+<br>
-::* Security – security credentials and level of access rights to Epiphany
+<br
-::* Credit Card – stores credit card information for billing
+Edit all person records, including all contacts, employees, and Epiphany users.
-::* Inv History – displays invoice history related to person record
-::* AR History – displays AR history related to person record
+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.
-::* AR Payments – displays AR payments related to person record
-::* AP History – displays the AR invoices related to person record
+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.
-::* Open Orders – displays open order in Epiphany related to person record
+<div style="clear:both;"></div>
-::* Class Entry – displays classes related to person record
+__TOC__
-::* Class History – displays history of classes attended
+==Fields==
-::* Activity – displays any activity logs related to person record
+<p style="color:red">Fields in red are critical.</p>
-::* Acct Defaults – displays the default billing options related to person record
+:;<p style="color:red">Last Name</p>
-::* Security Basic – displays basic security to allow for password resets
+::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.
-:2.	Top Section (Main Tab)
+:;<p style="color:red">First Name</p>
-::* Person’s first name, last name, middle initial
+::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary.
-::*  [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts
+:;<p style="color:red">Employee</p>
-::* Birthdate
+::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.
-::* Sex
+:;Birthdate
-::* Category – link to category(ies) for data filtering and categorizing
+::This is purely informational.
-::* Fingerprint – register person’s fingerprints with compatible fingerprint device
+:;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]]
-::* Active Flag – Active is the default when adding a new person; uncheck this box if person becomes inactive
+:;Send
-::* Employee Flag – check this box if the person is an employee of your company
+::Opens a new blank email and places the person's email addresses in the “To” field. It requires compatible email client software.
-:3. Contact Information(Main Tab)
+:;Print Label
-::* Address information (Street, City, State and Zip)
+::Prints an address label to compatible printer for the current person.
-::* Email Addresses and descriptions
+:;Print (Filtered)
-::* Phone numbers and descriptions
+::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.
-::* Send – opens a new email and places the email addresses in the “To” field (requires compatible email client software)
-:4. Company Affiliations(Company/Position) - link related person to company and position
+==Tabs==
-:5. Family - link family members to related person record
+===Addresses===
-:6. Photo – insert photo image of person
+Displays all addresses related to person record
-:7. Print Label – print an address label to compatible printer for selected person record
-:8. (Filtered) – prints address labels for all records when person screen is filtered
+:;Default Address
-:9. Contact Person – displays contact at that 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 AP 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: Difference between revisions

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