How do I edit master data for a person?
Master data for the person can be edited by selecting the person and pressing Edit.
In the fields of the type lookup, you get the option to choose between the values that have already been created in the solution. If you want to add a Job Title that has not already been created, you can do so in the solution.
| Field Name | Type | Description |
|---|---|---|
Person Type |
Lookup |
Type for person |
Company |
Lookup |
Company for the person |
First Name |
Text |
First Name |
Last Name |
Text |
Last Name |
Initials |
Locked |
Initials for the person. An alternative proposal can also be written if the desired one is not included in the Blacklist or has already been used. You can not change initials for a person who has already been created. |
Primary E-mail |
Locked |
The primary email for the person will be imported from your mail system. |
Job Title |
Lookup |
Job title for the person. |
Position |
Lookup |
Position can be used as an alternative or supplement to Job Title. |
Manager |
Lookup |
The person’s overall manager. |
Department |
Lookup |
Department for the person. If the person’s department has filled in Location, Manager and company, these will basically be transferred to the person. |
Location |
Lookup |
Location for the person. |
Phone |
Text |
Phone number |
Cellphone |
Tex |
Cell phone number |