Personal Master

Documentation

Table of Contents



Company?

Toggle on or off. Toggle on if the personal entity is a company. Toggle off if the personal entity is an individual.

Name

The name of the company if company toggle is on.

Last Name

The entities' surname.

First Name

The entities' given name.

Address



  • Add

    Add a new personal address. When you click on the add button the "Add Address" screen will be displayed.




    • Type

      The type of address.

    • Contact

      Enter contact name.

    • Street

      The street address of the personal entity.

    • City

      The city in which the personal entity resides.

    • Province

      The province in which the personal entity resides.

    • Postal/Zip

      The personal entities postal/zip code.

    • Country

      The country in which the personal entity resides.

    • Phone #

      The personal entities primary phone number.

    • Phone2 #

      The personal entities alternate phone number.

    • Fax #

      The personal entities fax number.

    • Email

      The personal entities email address.

    • Web Page

      The personal entities Internet URL address.

  • Edit

    Edit an existing personal address.

  • Delete

    Delete an existing personal address.


    • Action Icons



    - Select the "Save" icon to save the changes to the personal record.

    - Select the "Undo" icon to remove any unsaved changes and display the original personal record.

    - Select the "New" icon to create a new personal record. If the open personal record has not yet been saved, you will be prompted to save it.

    - Select the "Delete" icon to delete the personal record.

    - Select the "Copy" icon to copy the contents of the personal record to an alternate personal record.

    - Select the "Groups" icon to define the groups that the personal record will be linked to.

    - Select the "OK" icon to file the record.

    - Select the "Cancel" icon to cancel the changes to the record.

    Inactive?

    Toggle on or off. Toggle on if the personal entity is no longer active. Toggle on to make the personal entity active again.