Person navigation

Like the Case View, the Person View shows a header and a body. Use this screen to show and change all Person information, including involvements, contact information, and documents.

The full person screen

  1. A header.

  2. Navigation buttons.

  3. Folder view.

The Person Header shows an image of the person, if available, plus their name, date of birth, gender, weight, ethnicity, and hair color.

Person header

Navigation buttons

Under the header is a row of buttons. Each button, when clicked, changes the data shown in the page Folder View. Most of the buttons have a dropdown beside it. The dropdown has a list of options to add or update data on the person.

navigation buttons

Summary

Click Summary to show the Person Folder View. The form shows all information associated to the selected Person, including links to edit the information. Refer to Person for more information.

Person summary folder view

  1. Click to show the Update Person form.

    Update Person form

  2. Click to show the Update Address form.

    Update Address form

  3. Click to show the Update Telephone form.

    Update Telephone form

  4. Click to show the Update Email form.

    Update Email form

The Summary dropdown

Summary dropdown

  • Select Update Person to manage information, including name, date of birth, appearance, and a Header photo.

    Update Person form

  • Select Add Address to add an address for the Person.

    Add Address form

  • Select Add E-mail to add an email address for the Person.

    add Contact form

  • Select Add Telephone to add a telephone number for the Person.

    Add Telephone form

  • Select Add Identification to add identifying documents for the Person.

    Add Identification form

  • Select Add Person Attribute to add descriptive attributes for the Person.

    Add person attribute form

  • Select Add Note to add a note to the Person.

    Add person note form

  • Select Search involvements to find all involvements for a Person by involvement type or date of involvement.

    search involvements form

  • Select Person Merge (beta) to Merge person records.

File cabinet

Click File Cabinet to show the File Cabinet Folder View. For more information, refer to File cabinet.

The File Cabinet dropdown

file cabinet dropdown

  • Select Add Person File(s) to add files to the Person.

    search involvements form

Relationships

The Relationship Folder View shows all relationships of the selected person and allows for quick editing by clicking a relationship. Refer to Relationships for more information.

person relationship folder view

The Relationships dropdown

add person relationship dropdown

  • Select Add Person Relationship to add a relationship for the Person.

    add person relationship form

Person folder

The body of the Person page shows data in panels, determined by the active tab.

Tab Description

Person summary

The Person Folder shows:

File cabinet

Use the File Cabinet Folder View to show Person documents.

Relationships

Use the Non-collectible Financials Folder View to show and edit the Case collections of non-collectibles.

Reports

Use the Report Folder View to show the Person Summary report by default. Other reports can be selected in the dropdown.