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Person Information Window

This window is used to identify separate people in DELEGATOR so their assignments can be tracked, and to store information related to those people for future reference. The Short Name and User Type are the only mandatory fields for this window. However, both the Last Name and Organization fields can be used to sort and print the information about people. The remaining fields are for your reference and convenience. You can cut and paste to and from these fields.

Different types of users have different access to the fields in this window.  See Person, Change Entry for more information.      



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BUTTONS

Dial  Dials the phone number entered in the Phone field. Use User Preferences to select the correct modem and delay settings for your computer.

Print  Prints the information for this person.

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GENERAL TAB

Short Name  Use up to 15 characters to uniquely identify the person.

Type  Use to select whether the new person is Open, Limited, or Private.

First & Last Names  For the full name of the person.

Position  The position or title held by the person.

Organization  The organization employing or associated with the person.

Phone, Fax, E-mail  Each of these fields can be used for your reference. The Phone field is used for the Dialer. The Phone field can contain Hayes-compatible key codes (for pauses, second dial tones, etc.).

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MAILING ADDRESS TAB

Free-form text for the mail address

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COMMENTS TAB

Up to 2,000 characters of free-form text that you can use as you wish to store information about the person.

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CONFIDENTIAL TAB

Up to 1,000 characters of free-form text that is only visible to the person who created the person entry. This tab is only present for Private people.

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ANNIVERSARIES TAB

This tab lets you view all the significant dates that occur annually for that person, such as birthdays and anniversaries with the organization or in the position. These dates are presented in a list box.

ANNIVERSARIES TAB BUTTONS

Insert  Add a new anniversary for this person. Calls the Anniversary Information window.

Change  Edit the highlighted anniversary. Calls the Anniversary Information window.

Delete  Remove the highlighted anniversary.




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USERS TAB

If the Person Type is Limited, this tab lets you list all the Users who can use this person.

USERS TAB BUTTONS

Insert Add Users to the list. Calls the Browse Users window.

Delete Removes a User from the list.  

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