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Personnel

Personnel Overview

The Personnel Overview displays all the important information about an individual so you can get a quick understanding. On the Personnel tab, click All Personnel or the appropriate personnel section then Personnel Overview.

Note: You can choose which window shows up first when you click a section. Click the gear icon black gear with a hole in the middle at the top right of the Overview window, and select an option. For more, see Choose Which Window Shows First.

Personnel Information

The personnel's information displays on the left. Click a piece of information to view more details or edit it. For example, if you click the personnel's name, you are taken to the Primary Information window where you can edit it. If you click a position/role, you are taken to the Assigned/Affiliated window. If you click the person's phone number, you are taken to the Phones/Email window. If you click the person's background check, you are taken to the Safe Environment window.

For Personnel/Individuals Assigned, you can toggle between Show Active & Inactive and Show Just Active. If you don't want pictures to display, click Hide Pictures. To send an email, click the email icon yellow envelope beside an email address. To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.
Note: The email function uses your selections in Email & Text Setup. If you experience an issue, select Use the Simple Email dialog in the Email Server Setup window.

Family Information

Information about the personnel's family displays on the right. Click a name to go to that record's overview.

Customize What You See

You can select which information to show or hide on the Overview. In the top-right corner of the window, click the gear icon black gear with a hole in the middle. From here, you can select which information sections you want to display.

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Last updated: October 29, 2024

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