Screens:Person: Difference between revisions

Line 11:

: 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.

=== ~~Other~~ Fields ===

=== Fields ===

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

; Birthdate

:~~:* Birthdate~~

: This is purely informational.

~~::* Sex~~

; Sex

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

: This is purely informational.

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

; Category

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

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

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

; Active Flag

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

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

~~:3.~~ Contact Information(Main Tab)

; Contact Information(Main Tab)

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

;; Address information (Street, City, State and Zip)

::* Email Addresses and descriptions

;; Email Addresses and descriptions

::* Phone numbers 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)

;; Send

~~:4.~~ Company Affiliations(Company/Position) - link related person to company and position

:: opens a new email and places the email addresses in the “To” field (requires compatible email client software)

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

; Company Affiliations(Company/Position)

:~~6. Photo –~~ insert photo image of person

: link related person to company and position

:7. Print Label – print an address label to compatible printer for selected person record

; Family

~~:8.~~ (Filtered) – prints address labels for all records when person screen is filtered

: link family members to related person record

~~:9. Contact Person – displays contact at that address~~

;Photo

: insert photo image of person

=== Functions ===

; [[File:OutlookSync.png]]

: Turns on Outlook Sync to sync this record to your Outlook Contacts

; Fingerprint

:register person’s fingerprints with compatible fingerprint device

::[[File:FingerprintRegistration.png]]

; Print Label

: print an address label to compatible printer for selected person record

; Print (Filtered)

:prints address labels for all records when person screen is filtered

== Addresses ==

@@ Line 11: / Line 11: @@
 : 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.
-=== Other Fields ===
+=== Fields ===
-::*  [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts
+; Birthdate
-::* Birthdate
+: This is purely informational.
-::* Sex
+; Sex
-::* Category – link to category(ies) for data filtering and categorizing
+: This is purely informational.
-::* Fingerprint – register person’s fingerprints with compatible fingerprint device
+; Category
-:::[[File:FingerprintRegistration.png]]
+: link to category(ies) for data filtering and categorizing
-::* Active Flag – Active is the default when adding a new person; uncheck this box if person becomes inactive
+; Active Flag
-::* Employee Flag – check this box if the person is an employee of your company
+: Active is the default when adding a new person; uncheck this box if person becomes inactive
-:3. Contact Information(Main Tab)
+; Contact Information(Main Tab)
-::* Address information (Street, City, State and Zip)
+;; Address information (Street, City, State and Zip)
-::* Email Addresses and descriptions
+;; Email Addresses and descriptions
-::* Phone numbers 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)
+;; Send
-:4. Company Affiliations(Company/Position) - link related person to company and position
+:: opens a new email and places the email addresses in the “To” field (requires compatible email client software)
-:5. Family - link family members to related person record
+; Company Affiliations(Company/Position)
-:6. Photo – insert photo image of person
+: link related person to company and position
-:7. Print Label – print an address label to compatible printer for selected person record
+; Family
-:8. (Filtered) – prints address labels for all records when person screen is filtered
+: link family members to related person record
-:9. Contact Person – displays contact at that address
+;Photo
+: insert photo image of person
+=== Functions ===
+; [[File:OutlookSync.png]]
+: Turns on Outlook Sync to sync this record to your Outlook Contacts
+; Fingerprint
+:register person’s fingerprints with compatible fingerprint device
+::[[File:FingerprintRegistration.png]]
+; Print Label
+: print an address label to compatible printer for selected person record
+; Print (Filtered)
+:prints address labels for all records when person screen is filtered
 == Addresses ==

Screens:Person: Difference between revisions

Brianl (talk | contribs)