Person

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

If they do not add a customer/cost center to the person, they will only be made aware of it.

The private e-mail address is used only in connection with private mail. Namely, the person will be notified when he/she receives private mail.

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

Edit person

When editing person name, first name and name suffix, the old entered data is saved in the corresponding field with the suffix (Alt).
However, this only happens if these Alt fields are empty, to ensure that nothing is overwritten unintentionally.
These Alt fields can also be searched for.

Operation

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

• OK
  Closes this dialog, changes made are saved.

• Cancel
  Closes this dialog without saving changes.

• Settings
  Each person can be set existing custfield values.

• Identification
  To use this function, you need certain access rights. You can set these under Access rights PV - Person management / Identification. This function allows you to assign PINs, RFID cards or user/password to a person in a detailed dialog. For more 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 person are displayed and can be reset.

• Search duplicate
  TODO

• Print
  With this function you can print different reports about the person that can be selected on this menu button.

Customer/cost center

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

If, after changing this data, the Edit persons dialog is exited with Cancel, the changes to this data will still be applied.

Groups of people

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

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 workstation can be defined for a specific service. Attention is drawn to this by the note 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 scope of a particular service must be within the definitions of the standard service.

If, after changing this data, the Edit persons dialog is exited with Cancel, the changes to this data will still be applied.

Deputy

If the person has a proxy, 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.

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

If, after changing this data, the Edit persons dialog is exited with Cancel, the changes to this data will still be applied.

Capture / Delivery

In the Acquisition / Delivery tab, information about the delivery, as well as the availability at the various acquisition modules can be stored.

(Details see acquisition / delivery)