Screens:Person: Difference between revisions

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Person Screen

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

:1. Tabs

::* Main – person demographics

::* 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

::* 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

:2. Top Section (Main Tab)

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

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

::* Birthdate

::* Sex

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

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

:::[[File:FingerprintRegistration.png]]

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

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

:3. Contact Information(Main Tab)

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

::* Email Addresses and descriptions

::* Phone numbers and descriptions

::* 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

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

:6. Photo – insert photo image of person

: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

:9. Contact Person – displays contact at that address

@@ Line 1: / Line 1: @@
-Person Screen
+'''Person Screen''' - consists of all contacts in your database.
+:1. Tabs
+::*	Main – person demographics
+::* 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
+::* 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
+:2.	Top Section (Main Tab)
+::* Person’s first name, last name, middle initial
+::*  [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts
+::* Birthdate
+::* Sex
+::* Category – link to category(ies) for data filtering and categorizing
+::* Fingerprint – register person’s fingerprints with compatible fingerprint device
+:::[[File:FingerprintRegistration.png]]
+::* Active Flag – Active is the default when adding a new person; uncheck this box if person becomes inactive
+::* Employee Flag – check this box if the person is an employee of your company
+:3. Contact Information(Main Tab)
+::* Address information (Street, City, State and Zip)
+::* Email Addresses and descriptions
+::* Phone numbers and descriptions
+::* 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
+:5. Family - link family members to related person record
+:6. Photo – insert photo image of person
+: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
+:9. Contact Person – displays contact at that address

Screens:Person: Difference between revisions

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