Adding People Content

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Viewing and Updating Global Information

The Global Information Bar of a Person 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.

Editable sections in the Global Information Bar are the fields where the text is blue with dotted lines underneath (hyperlink)

1. Click the hyperlink to open a corresponding pop-up box to editing existing content.

Viewing and Updating Global Information

Change a Person’s Name

1. Clear the current content and type in the change.

2. Click the button to finalize the action.

Change a Person’s Name

Viewing Overview Details

The Overview Details section is the initial section that is displayed when clicking on a person’s name.

When opening a person, sections automatically display only if they are enabled in Preferences. You can open disabled sections from the Navigation Icons Panel or the Expanded Treeview in the Browse Panel.

The enabled sections that automatically display when you initially select the person are in read-only mode. To edit a person’s information, open the section from the link or expanded view.

1. 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 Overview section.

Viewing Overview Details

Tip: Additional sections can be enabled by default in the People section of preferences.

Viewing and Updating Details

View Details

The Details section records information about the details directly associated to the person. It will show previous details and is available to add or edit 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: The name and shortcut keys appear in a pop-up box when hovering over tools.

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.

Viewing and Updating Pictures

View Pictures

The Pictures section stores pictures associated to the person. It will show the filename, description, who and when it was added as well as a thumbnail.

1. 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. This will link to a pop-up window where a picture can be added.

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 when finished.

Edit Pictures

1. To edit a picture, click the edit icon button, and you will be able to modify a previous entry.

Delete Pictures

1. To delete a picture, click the delete icon button, and the entry will be removed.

Viewing and Updating Locations

View Locations

The Locations section records information about the locations directly associated to the person. It will show the type and is available to create records of all other relevant fields.

1. 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. This will link to a pop-up window where a location can be added.

Add Locations

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Location when finished.

Edit Location

1. To edit a location, click the edit icon button, and you will be able to modify a previous entry.

Delete Location

1. To delete a location, click the delete icon button, and the entry will be removed.

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.

1. 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

Viewing and Updating Phone Numbers

View Phone Numbers

The Phone Numbers section records phone numbers directly associated to the person.

1. 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. This will link to a pop-up window where a phone number can be added.

Add Phone Numbers

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Phone Number when finished.

Edit Phone Numbers

1. To edit a phone number, click the edit icon button, and you will be able to modify a previous entry.

Delete Phone Numbers

1. To delete a phone number, click the delete icon button, and the entry will be removed.

Filter Phone Numbers

You can filter phone numbers based on type, phone number, description, who modified it, and when it was last modified.

1. 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

Viewing and Updating Email Addresses

View Email Addresses

The Email Addresses section stores email addresses and related information directly associated to the person.

1. 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. This will link to a pop-up window where an email address can be added.

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

1. To edit an email address, click the edit icon button, and you will be able to modify a previous entry.

Delete Email Addresses

1. To delete an email address, click the delete icon button, and the entry will be removed.

Filter Email Addresses

You can filter email addresses based on type, email address, description, who it was modified by, and the date last modified.

1. 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

Viewing and Updating URLs

View URLs

The URLs section records information about URLs directly associated to the person.

1. 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. This will link to a pop-up window where a URL can be added.

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

1. To edit a URL, click the edit icon button, and you will be able to modify a previous entry.

Delete URLs

2. To delete a URL, click the delete icon button, and the entry will be removed.

Filter URLs

You can filter URLs based on type, addresses, URL, description, who it was modified by, and when it was last modified.

1. 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

Viewing and Updating Participants

View Participants

The Participants section records information about the participants directly associated to the person. It will show the type and is available to create records of all other relevant participants.

1. 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. This will link to a pop-up window where a participant can be added.

Add Participants

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

Edit Participants

1. To edit a participant, click the edit icon button, and you will be able to modify a previous entry.

Delete Participants

1. To delete a participant, click the delete icon button, and the entry will be removed.

Filter Participants

You can filter participants based on type or name.

1. 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

Viewing and Updating Aliases

View Aliases

The Aliases section records any aliases and additional information directly associated to the person.

1. 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. This will link to a pop-up window where an alias can be added.

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

1. To edit an alias, click the edit icon button, and you will be able to modify a previous entry.

Delete Aliases

1. To delete an alias, click the delete icon button, and the entry will be removed.

Viewing and Updating Organizations

View an Organizations

The Organizations section records organizations and any information about the organizations directly associated to the person.

1. 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. This will link to a pop-up window where an organization can be added.

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 when finished.

Edit Organizations

1. To edit an organization, click the edit icon button, and you will be able to modify a previous entry.

Delete Organizations

1. To delete an organization, click the delete icon button, and the entry will be removed.

Filter Organization

You can filter organizations based on role, organization, organization type, ID, primary contact, phone number, or location.

1. 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

Viewing and Updating 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.

1. 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. This will link to a pop-up window where an ID can be added.

Add IDs

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save ID when finished.

Edit IDs

1. To edit an ID, click the edit icon button, and you will be able to modify a previous entry.

Delete IDs

1. To delete an ID, click the delete icon button, and the entry will be removed.

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.

1. 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

Viewing and Updating Complaints

View Complaints

The Complaints section records complaints and complaint information associated to the person.

1. 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. This will link to a pop-up window where a complaint can be added.

Add Complaints

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

Edit Complaints

1. To edit a complaint, click the edit icon button, and you will be able to modify a previous entry.

Delete Complaints

1. To delete a complaint, click the delete icon button, and the entry will be removed.

Filter Complaints

You can filter complaints based on role, priority, ID, title, status, assignee, and date modified.

1. 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

Viewing and Updating Cases

View Cases

The Cases section records case information associated to the person.

1. 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. This will link to a pop-up window where a case can be added.

Add Cases

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

Edit Cases

1. To edit a case, click the edit icon button, and you will be able to modify a previous entry.

Delete Cases

1. To delete a case, click the delete icon button, and the entry will be removed.

Filter Cases

You can filter cases based on role, priority, ID, title, status, assignee, and date modified.

1. 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

Viewing and Updating Related People

View Related People

The Related People section records related people and information about related people who are associated with the person.

1. 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. This will link to a pop-up window where a person can be added.

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 when finished.

Edit Related People

1. To edit a related person, click the edit icon button, and you will be able to modify a previous entry.

Delete Related People

1. To delete a related person, click the delete icon button, and the entry will be removed.

Filter Related People

You can filter related people based on relationship, first and last name, description, organization, phone number, and location.

1. 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

Viewing History

View History

The History section records associated events that take place in relation to the person.

1. 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

Deactivating a Person

Deactivate a Person

1. In the Action Panel, click the deactivate icon button (as an authorized user) to deactivate a Person.

Restricting a Person

Restrict a Person

1. 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.