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
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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
:
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Address
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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
:
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Telephone
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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
:
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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
:
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Identification
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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
:
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Attributes
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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
:
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Notes
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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
:
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Relationships
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The Relationships
section shows the Relationships
for a Person
.
Relationships
show in the Relationships
tab in the Person Folder View
:
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Financials
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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
:
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Future events
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The Future Events
section shows the future events linked to the Person
.
Events show in the Events
tab in the Case Folder View
:
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Case involvements
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The Case Involvements
section shows the Cases
in which the Person
is involved.
To search involvements for a Person
:
-
Navigate to a
Person
-
In the
Summary
dropdown, selectSearch Involvements
. -
Optional: in the
Involvement Type
dropdown, select the desired type. -
Optional: in the
Date Created
fields, enter a date range. -
Click Search
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