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| '''Title Screen''' - displays the Epiphany application with your Company Logo.<br> | | '''Title Screen''' - displays the Epiphany application with your Company Logo.<br> |
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| '''Person Screen''' - consists of all contacts in your database. | | '''Person Screen''' '''[[Screens:Person]]''' |
| :1. Tabs
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| ::* Main – person demographics
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| ::* Addresses – displays all addresses related to person record
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| ::* Other – Additional information related to person record
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| ::* Security – security credentials and level of access rights to Epiphany
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| ::* Credit Card – stores credit card information for billing
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| ::* Inv History – displays invoice history related to person record
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| ::* AR History – displays AR history related to person record
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| ::* AR Payments – displays AR payments related to person record
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| ::* AP History – displays the AR invoices related to person record
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| ::* Open Orders – displays open order in Epiphany related to person record
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| ::* Class Entry – displays classes related to person record
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| ::* Class History – displays history of classes attended
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| ::* Activity – displays any activity logs related to person record
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| ::* Acct Defaults – displays the default billing options related to person record
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| ::* Security Basic – displays basic security to allow for password resets
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| :2. Top Section (Main Tab)
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| ::* Person’s first name, last name, middle initial
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| ::* [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts
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| ::* Birthdate
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| ::* Sex
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| ::* Category – link to category(ies) for data filtering and categorizing
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| ::* Fingerprint – register person’s fingerprints with compatible fingerprint device
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| :::[[File:FingerprintRegistration.png]]
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| ::* Active Flag – Active is the default when adding a new person; uncheck this box if person becomes inactive
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| ::* Employee Flag – check this box if the person is an employee of your company
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| :3. Contact Information(Main Tab)
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| ::* Address information (Street, City, State and Zip)
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| ::* Email Addresses and descriptions
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| ::* Phone numbers and descriptions
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| ::* Send – opens a new email and places the email addresses in the “To” field (requires compatible email client software)
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| :4. Company Affiliations(Company/Position) - link related person to company and position
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| :5. Family - link family members to related person record
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| :6. Photo – insert photo image of person
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| :7. Print Label – print an address label to compatible printer for selected person record
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| :8. (Filtered) – prints address labels for all records when person screen is filtered
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| :9. Contact Person – displays contact at that address
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| '''Company Screen''' - consists of all companies in your database | | '''Company Screen''' - consists of all companies in your database |
| :1. Tabs | | :1. Tabs |
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| :5. Project View – displays project timelines | | :5. Project View – displays project timelines |
| :6. Mileage Log – displays mileage | | :6. Mileage Log – displays mileage |
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| == Flex Screen Lookup == | | == Flex Screen Lookup == |
| :1. Tool Bar [[File:LookupToolbar.png]] | | :1. Tool Bar [[File:LookupToolbar.png]] |