In the tab Parameters of the dialog Edit person/Edit company, you can edit categories and values which can be used for the person search. Categories can have values or no values. Categories can be created and edited in Admin > Edit parameter > Person/Firm Category.
Fields
| Category | Nr | Main group | Group | Category | Edit value |
|---|---|---|---|---|---|
| Keywords | Nr | Keyword | Comment | ||
| Responsibilities (Edit company only) | Nr | Contract partner type | User | Field of responsibility |
Add a Parameter
- Select a Main group filter.
- Click on the button Add a new category.
- Choose a group and a category for the new entry.
- Edit value: If this field is grey, you can not add a value for this category. If it is not grey, you can add a value.
Example: Main group "Actor/Actress", Group "Details", Category "Eye color", Value "Green".
Notice:
Initialize: Customer specifically, arbitrary categories can be added per default. To delete all added categories, choose Initialize.
Responsibilities (Edit company only)
It is possible to maintain responsibilities of a company in Edit company > Parameters > Responsibilities. This is important, if certain employees are responsible for certain companies and contracts with that companies. The button Takes over the responsibilities from the contract partners in Edit contract > Status > Responsibilities can take over the selected employees of the company.
