Screens:Person: Difference between revisions
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'''Person Screen''' - consists of all contacts in your database. | '''Person Screen''' - consists of all contacts in your database. | ||
= Tabs = | = Tabs = | ||
== Main | == Main == | ||
Person Demographics | |||
::* Person’s first name, last name, middle initial | ::* Person’s first name, last name, middle initial | ||
::* [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts | ::* [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts | ||
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:9. Contact Person – displays contact at that address | :9. Contact Person – displays contact at that address | ||
== Addresses | == Addresses == | ||
== | Displays all addresses related to person record | ||
== | == Other == | ||
== Credit Card | Additional information related to person record | ||
== Inv History | == Security == | ||
== AR History | security credentials and level of access rights to Epiphany | ||
== AR Payments | == Credit Card stores credit card information for billing == | ||
== AP History | stores credit card information for billing | ||
== Open Orders | == Inv History == | ||
== Class Entry | displays invoice history related to person record | ||
== Class History | == AR History == | ||
== | displays AR history related to person record | ||
== Acct Defaults | == AR Payments == | ||
== Security Basic | 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 | |||