The Person list

Related topics:

System administration

The Merchant list

The Person list

The Document list

User Profiles

The User Login list

Attributes

The Group list

Selections

Lookup Text

The Translation list

The View Manager

Real-Time Messaging

Person icon The Person list contains names, addresses, and contact information on members of your organization, Λctiv8 staff, or anyone else with whom you do business (excluding customers, whose information is in the Customer list). Itʼs useful as an address book: you can add an entry for anyone you want to add to your contacts list.

There must be an entry in the Person list for everyone in the organization who will have login access to the database, and one for every person who is to be included as a possible Source to be eligible for employee sales incentives.

The Actions menu

Person list—Actions menuFrom the Actions menu, you can:


Choose a topic:

Person data entry

Exporting Person records