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Navigation: Invantive Estate > Invantive Estate Online > CRM > Persons

Persons

This screen lets you record and people change. Open screen in browser Open Form

A person is a physical person who makes use ofInvantive Estate (a ‘user’) or from who data is registered in Invantive Estate. A person can be an employee of your organization, but also a relationship with a supplier or a private individual.

Persons with a username can use the application. However, to use reports or screens, they need to get roles (see Role Authorisations) and possibly get access to projects (see Project Authorisations).

Note that a special user named ‘system’ exists. This user normally is solely used to install the application or its newer versions and to initially create the first users. This user cannot be deleted and has unlimited access to all screens and information.

People Screen

The meaning of the entry fields is:

Name
Name	The name of the person.
Gender	The gender of the person.
First Name	The first name.
Initials	Initials of the name, for example ‘J.E.’.
Unique Initials	The unique abbreviation of the name. The initials are used in reports or in screens when there is not enough space available to show the whole name.
Middle Name	Middle name of the name, for example ‘van de’.
Surname	Surname.
Function	The function of the person within the company.
Organization	The organization where the person is employed.
Business	The organization where the person is employed, see Organizations.
Language	Reference to a language as registered in Languages.
Manager	The manager or supervisor of the person.
Department	The department to which the person belongs.
Room	The room where the person has its workplace.
Titles	Possible titles of the individual.
Employee Number	Identification number of the person within the organization where the person is employed.
IP Address List	List of IP addresses used by this person.
Contact Information
Email address 1	The email address of the person.
Email Address 2	A second alternative email address of the person.
Email Address 3	A second alternative email address of the person.
Email Address 4	A fourth alternative email address of the person.
Work	The telephone number of the person at work.
Work Extension	The extension number of the person at work.
Mobile Number	The mobile number of the person.
Home	The phone number where the person can be reached at home.
Fax	The fax number of the person.
SIP Address	Het SIP address of the person
Email Address for Workflow	The email address receiving the emails that are generated by the workflow. The application uses this email address in case it needs to send messages to the user.
Address
Address 1	Address of the person (for example, street and house number)
Address 2	Extra address line, in case needed.
Zip Code	Postal code.
City	Place of residence
Country	Country of residence.
City of Birth	City of birth.
Country of Birth	Country where the person was born.
Social Media
Hyves Address	Het Hyves address of the person.
LinkedIn Address	Het LinkedIn address of the person.
Facebook Address	Het Facebook address of the person.
MySpace Address	Het MySpace address of the person.
ICQ Address	Het ICQ address of the person.
Skype Address	Het Skype address of the person.
Xing Address	Het Xing address of the person.
Twitter Address	Het Twitter address of the person.
Plaxo Address	Het Plaxo address of the person.
YouTube Address	Het YouTube address of the person.
Other
Website (URL)	The URL of the personal website.
Date of Birth	The date of birth of the user.
Wedding Date	The date of the last marriage.
Date of Death	The date of death.
Partner	The name of the partner.
Children	The names of any children, separated by a randomly chosen separator.
Nickname	The nickname.
Hobbies	The hobbies.
IBAN Number	The IBAN of the bank account of the person.
Social Security Number	The SSN is a unique personal number. It is used for identification and tax purposes. The Social Security Number consists of 9 digits. Unlike many similar numbers, no check digit is utilized.
Signature (URL)	The Internet address of the image of the signature.
Passport Photo (URL)	The URL of the passport photo of the person. This URL can be used in ‘online directories’. The passport photo is after ‘Update Contacts’ also visible in Microsoft Outlook. The resolution for Microsoft Outlook should preferably be at least 72x72 pixels.
RDBMS User	The RDBMS user name associated with this Invantive Estate user. Is used to automatically log in when you use your own reporting software.
Internal Rate	The internal rate of the person.
Working Schedule	The working schedule of the person, see Working Schedules.
Date of Last Review	The date the last review of the person took place. The date of last review provides an indication of the reliability of the data. Usually when the data becomes older, it will be less reliable.
Remarks	Free text box where notes on the person can be added.
Documents	Linked documents, see Linking Documents.
Allow Emails	When checked, the person authorized to unsolicited commercial emails.
Date Emails Allowed	The date the person has given permission for unsolicited commercial emails.
Emails Allowed Evidence	The evidence in the form of an IP address, a URL or a text showing that the person has given permission for unsolicited commercial emails.
Classification	The classification of the process. A classification is a label that can be linked to a project, an organization, a process, a document or a person. Using these labels you can find your information more efficient.

The significance of the action buttons:

Open Processes	Opens a window with all the processes whose process holder is the person selected.
Author of Document	Opens a window with all the documents whose author is the person selected.
User Roles	Opens the screen containing all user roles of the selected person.

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