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People

Create a New Person

April 18, 2016 admin Leave a Comment

  1. Go to Database > People
  2. Click on the ‘Create New Person’ tab
  3. Click on
  4. Fill out the different fields of the profile:
  5. To flip between tabs, click on the tab heading at the top of the screen:
  6. To save the person, go to the ‘Identity Tab’ and click on

Filed Under: People Tagged With: People

Search People

April 18, 2016 admin Leave a Comment

How to Get to Search for a Person:

  1. Go to Database > People
  2. Click on the ‘People Search’ tab
  3. Enter a name and click on  
  4. The search results will appear:
  5. To view/edit a person’s profile, click on the name of the person.
  6. To view a summary of the identity and organization information about a person, click on the ID number. The following pop-up will appear:

 

Filed Under: People Tagged With: People

Browse People

April 18, 2016 admin Leave a Comment

Database > People > Browse
How to Browse People: Go to Database > People
Description:

  • To view a person’s profile, click on his/her name
  • People are organized by last name. Click on a letter to jump quickly to last names starting with that letter.
  • Use the buttons to move between lists of people.

Filed Under: People Tagged With: People

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