Personal View
Apr 06
Summary
The Personal View window is (with the Company View window) the most fundamental view into UCAP data.
The display of Personal data takes two forms:
All persons and their related companies (right hand Search results window selected); and
A related company and all personal details for the person in that company (company result window selected)
Why does the name appear in Red (or strange colour) font?
FAQs - How can I force UCAP to start up in Personal/Company View
Description
The Personal view shows all personal information for the selected person including all Companies an individual is linked to (or from Company view, all personnel in that company).
The Company View window complements the Personal view.
The small window to the lower right of the Personal View window is the Connections window.. This window can contain an unlimited list of as many phone numbers, eMails, Faxes, Mobiles etc you wish. These are directly related to the address you are seeing (if any) for the selected company or person. If you are in Personal view, a single click on the Company in the lower left of the screen will show all of the connections for that company. Clicking on any part of the top of the personal screen will show personal connections. Jumping to Company view will flip flop the perspective and similarly the data.
Have your tried the Video Tours?
Personal Records can be Locked or Secure
Personal View (company pane selected)
Click on the images below to display notes for the displayed data.
Activities
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Add / Edit personal connections |
The following shows UCAP's structure for Persons and their related data.
See Also
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