The People Module has the following components:
- Global Information
- Details
- Pictures
- Locations
- Phone Numbers
- Email Addresses
- URLs
- Participants
- Aliases
- Organizations
- IDs
- Complaints
- Cases
- Tasks
- Related People
- History
- Deactivation
- Restrict a Person
Global Information
Global Information is displayed while viewing any section in the people module. The edit capability for all other summary information is based on permissions and your local configuration.
You can edit values that are shown in blue text.
1. Click the blue text to open the content for editing.
2. Click the checkmark to save.
Details
The Details section is the initial section that is displayed when clicking on a person’s name. To edit a person’s information, open the section from the link or expanded view.
In the Expanded Treeview of the Browse Panel, click on the person’s name or icon, or from the Navigation Icons Panel select the 
icon to open the Details section.
View and Update Details
View Details
1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the 
icon to open the Details section.
2. The free-form text space is available for edit.
Tip: Hover over the icons to view their functions.
Edit Details
1. Enter (or edit) person’s details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.
2. When the entry is complete, click the Save (disk icon) button 
.
Pictures
View Pictures
In the Expanded Treeview of the Browse Panel, click on the Picture section title or icon, or from the Navigation Icons Panel select the 
icon to open the Pictures section.
Add Pictures
1. To add a picture, click the 
button on the section title bar. The upload picture window opens.
Note: Fields marked with a red asterisk are required fields.
2. Browse your computer for an image by selecting the Browse.
3. Complete any additional fields and click Save Picture.
Edit Pictures
To edit a picture, click the 
button.
Delete Pictures
To delete a picture, click the 
button.
Locations
View Locations
In the Expanded Treeview of the Browse Panel, click on the Locations section title or icon, or from the Navigation Icons Panel select the 
icon to open the Locations section.
Add Locations
1. To add a location, click the button on the section title bar. The Add Location window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Location.
Edit Location
To edit a location, click the button.
Delete Location
To delete a location, click the button.
Filter Location
You can filter locations based on type, addresses, city, state, zip code, country, date last modified, or who it was last modified by.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Phone Numbers
View Phone Numbers
In the Expanded Treeview of the Browse Panel, click on the Phone Numbers section title or icon, or from the Navigation Icons Panel select the 
icon to open the Phone Numbers section.
Add Phone Numbers
1. To add a phone number, click the button on the section title bar. The Add New Phone Number window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Phone Number.
Edit Phone Numbers
To edit a phone number, click the button.
Delete Phone Numbers
To delete a phone number, click the button.
Filter Phone Numbers
You can filter phone numbers based on type, phone number, description, who modified it, and when it was last modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Email Addresses
View Email Addresses
In the Expanded Treeview of the Browse Panel, click on the Email Addresses section title or icon, or from the Navigation Icons Panel select the 
icon to open the Email Addresses section.
Add Email Addresses
1. To add an email address, click the button on the section title bar. The Add New Email Address window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Email Address when finished.
Edit Email Addresses
To edit an email address, click the button.
Delete Email Addresses
To delete an email address, click the button.
Filter Email Addresses
You can filter email addresses based on type, email address, description, who it was modified by, and the date last modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
URLs
View URLs
In the Expanded Treeview of the Browse Panel, click on the URLs section title or icon, or from the Navigation Icons Panel select the 
icon to open the URLs section.
Add URLs
1. To add a URL, click the button on the section title bar. The Add New URL window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save URL when finished.
Edit URLs
To edit a URL, click the button,.
Delete URLs
To delete a URL, click the button.
Filter URLs
You can filter URLs based on type, addresses, URL, description, who it was modified by, and when it was last modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Participants
View Participants
The Participants section lists participants associated with the person.
In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the 
icon to open the Participants section.
Add Participants
1. To add a participant, click the button on the section title bar. The Add Participant window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save.
Edit Participants
To edit a participant, click the button.
Delete Participants
To delete a participant, click the button.
Filter Participants
You can filter participants based on type or name.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Aliases
View Aliases
In the Expanded Treeview of the Browse Panel, click on the Aliases section title or icon, or from the Navigation Icons Panel select the 
icon to open the Aliases section.
Add Aliases
1. To add an alias, click the button on the section title bar. The Add New Alias window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Alias when finished.
Edit Aliases
To edit an alias, click the button.
Delete Aliases
To delete an alias, click the button.
Organizations
View Organizations
In the Expanded Treeview of the Browse Panel, click on the Organizations section title or icon, or from the Navigation Icons Panel select the 
icon to open the Organizations section.
Add Organizations
1. To add an organization, click the button on the section title bar. The Add Organization window opens.
Note: Required fields are outlined in red.
2. To add a new Organization, select the 
button where you can add a new organization that isn’t currently in the system.
3. Complete the required fields and any additional fields and click Save Organization.
Edit Organizations
To edit an organization, click the button.
Delete Organizations
To delete an organization, click the button.
Filter Organization
You can filter organizations based on role, organization, organization type, ID, primary contact, phone number, or location.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
IDs
View IDs
The IDs section records information about IDs directly associated to the person. It shows type, number, issuer and other information related to the ID.
In the Expanded Treeview of the Browse Panel, click on the IDs section title or icon, or from the Navigation Icons Panel select the 
icon to open the IDs section.
Add IDs
1. To add an ID, click the button on the section title bar. The Add New Identification window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save ID.
Edit IDs
To edit an ID, click the button.
Delete IDs
To delete an ID, click the button.
Filter IDs
You can filter IDs based on ID type, number, issuer, year issued, who it was last modified by, and who last modified it.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Complaints
View Complaints
In the Expanded Treeview of the Browse Panel, click on the Complaints section title or icon, or from the Navigation Icons Panel select the 
icon to open the Complaints section.
Add Complaints
1. To add a complaint, click the button on the section title bar. The Add Complaint Association window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save.
Edit Complaints
To edit a complaint, click the button.
Delete Complaints
To delete a complaint, click the button.
Filter Complaints
You can filter complaints based on role, priority, ID, title, status, assignee, and date modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Cases
View Cases
In the Expanded Treeview of the Browse Panel, click on the Cases section title or icon, or from the Navigation Icons Panel select the 
icon to open the Cases section.
Add Cases
1. To add a case, click the button on the section title bar. The Add Case File Association window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save.
Edit Cases
To edit a case, click the button.
Delete Cases
To delete a case, click the button.
Filter Cases
You can filter cases based on role, priority, ID, title, status, assignee, and date modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Related People
View Related People
In the Expanded Treeview of the Browse Panel, click on the Related People section title or icon, or from the Navigation Icons Panel select the 
icon to open the Related People section.
Add Related People
1. To add a related person, click the button on the section title bar. The Add person window opens.
Note: Required fields are outlined in red.
2. To add a new Person, select the 
button where you can add a new person that isn’t currently in the system.
3. Complete the required fields to add a new person and any additional fields, then click Save Person.
4. Complete the required fields and any additional fields and click Save Person.
Edit Related People
To edit a related person, click the button.
Delete Related People
To delete a related person, click the button.
Filter Related People
You can filter related people based on relationship, first and last name, description, organization, phone number, and location.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
History
View History
In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the 
icon to open the History section.
Deactivate a Person
In the Action Panel, click the 
button..
Restrict a Person
In the Action Panel, check the 
check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.