Use the Edit Person Record dialog to edit all information related to People fields
Control Equipment Records. Change the name of
to continue using words that make sense to your organization.
First Name/Last Name: First and Last Name of the Person.
are the only required fields for a new Person record.
Display Name: Autofilled by First and Last Name fields.
Employee Number: The Person's unique company ID.
Is Active: Select whether or not the Person 'Is Active'.
Title: Enter the Person's Title.
Company: The Company the Person is currently working for
Department: The Department the Person is currently assigned
to in a
Location: The Location within the Department where the Person
Primary and Secondary Address: Enter the Person’s address(es).
Notes: Like the user fields, use the notes field for whatever
purpose your team needs.
Phone & Email Tab Fields
Phones: Enter the Person's Phone and Fax numbers.
Email: Enter Email addresses related to the Person.
each email by Primary, Opt out, or Invalid Boolean fields. Select the Boolean Field
to 'Send Email Notifications' and to designate this Person the 'Company Due Cal Contact'.
Custom Field Tab
Here's a lot of extra fields in text, date, number, and check format that you can
use for whatever you need. Visit the Change Field
help topic to learn how to edit these fields.
Last updated: 27 Feb 2017
Compatibility: Versions 8.0 and Higher
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