Screens:Person

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
• -- 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

• 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