Add People Content

The People Module has the following components:

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.

Viewing and Updating Global Information

2. Click the checkmark to save.

Change a Person’s Name

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 Overview - icon icon to open the Details section.

Viewing Overview Details

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 Details icon icon to open the Details section.

2. The free-form text space is available for edit.

View Details

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 save icon.

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 Picture section icon icon to open the Pictures section.

View Pictures

Add Pictures

1. To add a picture, click the icon button on the section title bar. The upload picture window opens.

Add Pictures

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 edit icon button.

Delete Pictures

To delete a picture, click the delete icon 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 location icon icon to open the Locations section.

View Locations

Add Locations

1. To add a location, click the icon button on the section title bar. The Add Location window opens.

Add Locations

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 edit icon button.

Delete Location

To delete a location, click the delete icon 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.

Filter location

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 phone icon icon to open the Phone Numbers section.

View Phone Numbers

Add Phone Numbers

1. To add a phone number, click the icon button on the section title bar. The Add New Phone Number window opens.

Add Phone Numbers

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 edit icon button.

Delete Phone Numbers

To delete a phone number, click the delete icon 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.

Filter Phone Numbers

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 email addresses icon icon to open the Email Addresses section.

View Email Addresses

Add Email Addresses

1. To add an email address, click the icon button on the section title bar. The Add New Email Address window opens.

Add Email Addresses

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 edit icon button.

Delete Email Addresses

To delete an email address, click the delete icon 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.

Filter Email Addresses

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 URLs section icon  icon to open the URLs section.

View URLs

Add URLs

1. To add a URL, click the icon button on the section title bar. The Add New URL window opens.

Add URLs

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 edit icon button,.

Delete URLs

To delete a URL, click the delete icon 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.

Filter URLs

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 Participants - icon icon to open the Participants section.

View Participants

Add Participants

1. To add a participant, click the icon button on the section title bar. The Add Participant window opens.

Add Participants

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 edit icon button.

Delete Participants

To delete a participant, click the delete icon 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.

Filter Participants

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 DBAs section icon to open the Aliases section.

View Aliases

Add Aliases

1. To add an alias, click the icon button on the section title bar. The Add New Alias window opens.

Add Aliases

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 edit icon button.

Delete Aliases

To delete an alias, click the delete icon 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 Navigation Icons Panel icon to open the Organizations section.

View an Organizations

Add Organizations

1. To add an organization, click the icon button on the section title bar. The Add Organization window opens.

Add Organizations

Note: Required fields are outlined in red.

2. To add a new Organization, select the Add new organization button where you can add a new organization that isn’t currently in the system.

organization

3. Complete the required fields and any additional fields and click Save Organization.

Edit Organizations

To edit an organization, click the edit icon button.

Delete Organizations

To delete an organization, click the delete icon 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.

Filter Organization

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 IDs section icon to open the IDs section.

View IDs

Add IDs

1. To add an ID, click the icon button on the section title bar. The Add New Identification window opens.

Add IDs

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 edit icon button.

Delete IDs

To delete an ID, click the delete icon 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.

Filter IDs

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 Complaints section icon icon to open the Complaints section.

View Complaints

Add Complaints

1. To add a complaint, click the icon button on the section title bar. The Add Complaint Association window opens.

Add Complaints

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 edit icon button.

Delete Complaints

To delete a complaint, click the delete icon 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.

Filter Complaints

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 Cases section icon to open the Cases section.

View Cases

Add Cases

1. To add a case, click the icon button on the section title bar. The Add Case File Association window opens.

Add Cases

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 edit icon button.

Delete Cases

To delete a case, click the delete icon 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.

Filter Cases

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 arrow icon icon to open the Related People section.

View Related People

Add Related People

1. To add a related person, click the icon button on the section title bar. The Add person window opens.

Add Related People

Note: Required fields are outlined in red.

2. To add a new Person, select the add new person icon button where you can add a new person that isn’t currently in the system.

person

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 edit icon button.

Delete Related People

To delete a related person, click the delete icon 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.

Filter Related People

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 bell icon icon to open the History section.

Viewing History

Deactivate a Person

 

In the Action Panel, click the deactivate icon button..

Restrict a Person

In the Action Panel, check the restrict icon check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.