Screens:Person: Difference between revisions
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< | [[Category:Demographics]] | ||
==Tabs== | |||
==Buttons== | |||
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Edit all person records, including all contacts, employees, and Epiphany users. | Edit all person records, including all contacts, employees, and Epiphany users. | ||
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:;<p style="color:red">Last Name</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. | ::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary. | ||
:;First Name | :;<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. | ::Leaving this field blank will make searching difficult and reports harder to read, but it can be left blank if necessary. | ||
:;Employee | :;<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. | ::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 | :;Birthdate | ||
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displays AR payments related to person record | displays AR payments related to person record | ||
===AP History=== | ===AP History=== | ||
displays the | displays the AP invoices related to person record | ||
===Open Orders=== | ===Open Orders=== | ||
displays open order in Epiphany related to person record | displays open order in Epiphany related to person record | ||