Screens:Person: Difference between revisions
No edit summary |
|||
| Line 2: | Line 2: | ||
;Person Screen | ;Person Screen | ||
: Edit all person records, including all contacts, employees, and Epiphany users. | : Edit all person records, including all contacts, employees, and Epiphany users. | ||
: | |||
: Epiphany uses central Person table for all people used in the system, regardless of their type or purpose. A single person entry on this screen can represent a contact, a customer, a vendor, an employee, and an Epiphany User Account all at the same time. It is strongly recommended that you have only a single person record for every real person. | |||
: | |||
: This screen contains a large number of tabs, representing both additional database information that can be completed for the person and common historical information about the person, like AR/AP/Inventory history. | |||
== Critical Fields == | == Critical Fields == | ||
; Last Name | ; Last Name | ||
| Line 62: | Line 66: | ||
: When this person is logged in as an Epiphany user and sends and Email, this address will be used as the Reply To address. If left blank, the address being used as the "From" address will be used. | : When this person is logged in as an Epiphany user and sends and Email, this address will be used as the Reply To address. If left blank, the address being used as the "From" address will be used. | ||
; Owner of | ; Owner of | ||
: | : This is the address of any properties owned by this person. This field can be used independently, but is primarily here as a reverse cross-reference to the detailed address screens, that allow the assignment of an owner for the property. | ||
=== Other === | === Other === | ||