Screens:Person: Difference between revisions
From Epiphany
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= Tabs = | = Tabs = | ||
== Main – person demographics == | == Main – person demographics == | ||
::* 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 | |||
== Addresses – displays all addresses related to person record == | == Addresses – displays all addresses related to person record == | ||
== Other – Additional information 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) | :2. Top Section (Main Tab) | ||
::* Person’s first name, last name, middle initial | ::* Person’s first name, last name, middle initial | ||
Revision as of 16:32, 10 September 2020
Person Screen - consists of all contacts in your database.
Tabs
Main – person demographics
- 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
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
