Person summary
This report shows a summary of Person information including profile, address, telephone, email, identification, attributes, notes, relationships, financials, future events, and case involvements.
Profile
The Profile section shows personal attributes for the Person, including their name, date of birth, age, ethnicity, gender, hair and eye color, height, and weight.
This information shows in the Profile section of the Summary tab in the Person Folder View:
Address
The Address section shows one or more Addresses for a Person.
Each Address includes the type, address, and status.
The Addresses show in the Address section of the Summary tab in the Person Folder View:
Telephone
The Telephone section shows one or more Telephone numbers for a Person.
Each Telephone includes the type, number, and status.
The Telephones show in the Telephone section of the Summary tab in the Person Folder View:
The Email section shows one or more Email addresses for a Person.
Each Email includes the type, address, and status.
The Emails show in the E-mail section of the Summary tab in the Person Folder View:
Identification
The Identification section shows one or more Identifications for a Person.
Each Identification includes the type, number, and known effective dates.
The Identifications show in the Identification section of the Summary tab in the Person Folder View:
Attributes
The Attributes section shows one or more Attributes assigned to a Person.
The Attributes show in the Person Attribute section of the Summary tab in the Person Folder View:
Notes
The Notes section shows the Notes for the Person.
The Notes show in the Person Notes section of the Summary tab in the Person Folder View:
Relationships
The Relationships section shows the Relationships for a Person.
Relationships show in the Relationships tab in the Person Folder View:
Financials
The Financials section shows the sum of the amounts owed to and from a Person.
The sums show in the Financials tab in the Person Folder View:
Future events
The Future Events section shows the future events linked to the Person.
Events show in the Events tab in the Case Folder View:
Case involvements
The Case Involvements section shows the Cases in which the Person is involved.
To search involvements for a Person:
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Navigate to a
Person -
In the
Summarydropdown, selectSearch Involvements.
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Optional: in the
Involvement Typedropdown, select the desired type. -
Optional: in the
Date Createdfields, enter a date range. -
Click Search