Person

Here you have the possibility to enter all important data of this person. The only mandatory information is the name, which must be specified so that the person can be added.

If they do not assign a customer/cost center to the person, they are simply made aware of it.

The private e-mail address is only used in connection with private mail. Namely, the person will be notified when they receive private mail.

Web API User Profile: You can only make this setting only if you have the corresponding license. With the User Profile you set which information the person has access to via a a Web application. A change of this setting is only applied after a restart of the service.
The definitions of the user profiles can be found under: Settings / Interfaces / Web API User Profiles.

Edit person

When you edit a person's name, first name and name suffix, the old data entered is saved in the corresponding field with the suffix (Old).
However, this only happens if these Alt fields are empty, to ensure that nothing is overwritten unintentionally.
You can also search for these Alt fields.

Operation

The following functions are available in the editing dialog box for the person:

  • OK
    Closes this dialog, changes made are saved. saved.

  • Cancel
    Closes this dialog without saving changes.

  • Settings
    Each person can be set existing custfield values.

  • Identification
    With this function you can assign PIN's and RFID cards to a person in a detailed dialog. For further details, see the online help in the corresponding dialog.

  • Alias (formerly keyword)
    In addition, different aliases can be stored for the person.

  • yhm statistics
    With this function all 'you have mail' messages that were executed for this for this person are displayed and can be be reset.

  • Search duplicate
    TODO

  • Print
    With this function you can print different reports, which can be selected on this menu button to print different reports for the person.

Customer/cost center

Several customers/cost centers can be assigned to the person, but only one of them is considered current. (The one for which the period is defined more precisely).

If after a change of this data the Edit persons dialog is left with Cancel, the change of this data is nevertheless taken over. data will still be applied.

Groups of people

Here the person can be assigned to one or more groups of persons.

Workplace

In the Workstation tab, a workstation can be assigned to the currently selected person.

A person must have at least one workstation for the standard service. This defines the physical work center. If this is not the case, no work center can be defined for a particular service. This is indicated by the note written in red written in red, as long as <standard> is not assigned.
In addition, in the case of double assignments, the one for which the period is defined more precisely applies.
Additional services can be defined to deliver shipments of this service for this person not to his main workstation but somewhere else.
As long as a specific service is defined for a work center, this work center cannot be removed. The validity area of a specific service must lie within the definitions of the standard service.

If after a change of this data the Edit persons dialog is left with Cancel, the change of this data is nevertheless taken over. data will still be applied.

Deputy

If the person has a deputy, this can be defined here.

P.O. Boxes

If this person's mail is not to be delivered to the seat, but to a P.O. box, the necessary settings can be made here. settings can be made here.

If the mail of this person is not to be placed in the mailbox for a certain period of time, this should also be defined here. be defined here as well.

If after a change of this data the Edit persons dialog is left with Cancel, the change of this data is nevertheless taken over. data will still be applied.

Capture / Delivery

In the tab Entry / Delivery you can information about the delivery, as well as the availability at the different different entry modules can be stored.

(Details see Entry / home delivery)

Order

For the selected person, the orders can be entered as well as edited and deleted here.
Only the orders that are assigned to the selected person are displayed.

you have mail

For the selected person, the assignments of templates that have been entered for 'you have mail' massges can be can be defined here.

Digitization

Definitions can be entered here for the selected person for the digitization can be entered here.

Private delivery addresses

For the selected person it can be defined here whether they receive private mail in the company. If this is the case, private private delivery addresses can be entered here. For the private delivery addresses, a special right is required. special right. (Edit private delivery addresses)



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