People
The People module maintains information on individuals who play a role in your organization’s matters. Basic information such as name, addresses, and telephone numbers, and specific information, such as involvement with a matter, employment, expertise, and evaluations that further define your contacts is maintained through this module. Each individual’s information should be entered in to the People module only once. That person can then be assigned different relationships for different entities as needed.
- Getting Started
- E-mailing a Summary of Person Information
- Adding a Person
- Editing a Person Record
- Deleting a Person Record
- Adding Contact Information
- Adding Employment Information
- Adding an Evaluation
- Adding Area of Expertise Information
- Adding Affiliation Information
- Adding a Player
- Adding a Person/Entity as a Player
- Replacing a Person/Entity as a Player