Screens:Person: Difference between revisions
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<div style="float:right; clear:both; margin-left:0.5em;">__TOC__</div> | |||
;Person Screen | |||
: Edit all person records, including all contacts, employees, and Epiphany users. | |||
== Critical Fields == | |||
; Last Name | ; Last Name | ||
: 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. | ||
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: 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. | ||
== Fields == | |||
; Birthdate | ; Birthdate | ||
: This is purely informational. | : This is purely informational. | ||
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: insert photo image of person | : insert photo image of person | ||
== Functions == | |||
; [[File:OutlookSync.png]] | ; [[File:OutlookSync.png]] | ||
: Turns on Outlook Sync to sync this record to your Outlook Contacts | : Turns on Outlook Sync to sync this record to your Outlook Contacts | ||
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; Print (Filtered) | ; Print (Filtered) | ||
:prints address labels for all records when person screen is filtered | :prints address labels for all records when person screen is filtered | ||
== Tabs == | |||
=== Addresses === | === Addresses === | ||
Displays all addresses related to person record | Displays all addresses related to person record | ||