Using the Persons Service

The Persons service provides a central repository for tracking information about all of the individuals with whom an organization does business or maintains contact. The Persons service may contain records of members, prospects, vendors, government contacts, and so forth. The tabs on the Persons form provide the ability to track detailed information about an individual as well as provide a summary view of all the related transactional records an individual has with the organization. From each tab, it is easy to drill down into each related record to see detailed information about a particular transaction. Person records are an integral part of many different processes or transactions and provide easy access to several other services in the system. Through the various tabs, users can access order entry, contact management functions, meetings or subscription information, related person records, and many others.

This topic contains the following sub-topics:

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