Related Topics
Getting Started
The People Edit Mode allows you to make changes to the selected person record.
Tabs
Not all tabs and fields are available for all users or all records; they are dependent on the unique configuration specified by your System Administrator and the access rights granted to your user identifier.
Base Info – Tracks basic information about a person. A grid of contact information is included on this tab.
Contact Info – Tracks multiple modes of communication, such as postal and e-mail addresses and telephone numbers.
Documents – Provides an area to maintain documents that are related to a person. Files can also be linked to the record through this tab. The method in which documents are stored will affect the appearance and use of this tab.
Employment – Tracks employment information.
Evaluations – Tracks the evaluations of professionals by matter.
Expertise/Affiliation – Tracks information pertaining to professional specialties or areas of expertise.
Related Matters – Provides an area to display a list of matters with which the person is associated.
Summary – Provides summary information in report format for the person.
User Fields – Specific to your organization (set up by the System Administrator).