Screens:Person
From Epiphany
Person Screen - consists of all contacts in your database.
Tabs
Main – person demographics
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
