People

Objectives

•Add, modify and delete People records

•Understand all information tabs for a People record

The People module is used to view, add, edit, delete, search, print, categorize, organize and export information about People.

Links to other Deskflow modules such as Companies, Projects, Job Orders, Documents, Resumes/CVs, Opportunities, Activity History and Email messages are supported.

Numerous actions can be initiated from detail and list views of People.

In the People View there are three main tabs called Find, Browse and Details.

NOTE: For Browse and Details to be active tabs, there has to be a search result from the Find tab.

The Find tab has three sub-tabs called Search, Power Search and Lists.