Page tree

The Personnel Overview displays all the important information about a person so you can get a quick understanding. To view it, navigate to Personnel and click a section.

Useful Information

If you would rather see the Primary Information window when you first open a record, you can switch it with the Overview. Click the My Settings icon , and on the Other Screen tab, clear Show Overview as First Screen.

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 person'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 to the displayed address, click the email icon . 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.

Useful Information

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 person's family displays on the right. Click the family's name to go to the Family Overview window.

Related Topics