People Edit Mode

images\btn_mini.jpg Related Topics          images\btn_mini.jpg Getting Started

 

The People Edit Mode allows you to make changes to the selected person record.

Tabs

images\icn_note.jpg 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).