Personal profiles directory

The Personal profiles directory is used to manage personal profiles for use with the Clients, Partners and Employees directories.

Location: Transactions -> Directories -> Personal profiles.

Personal profiles directory

Data grid columns:

Context menu commands:

and the commands in the Additional functions submenu.

The New personal profile, Personal profile and Personal profiles editor windows are used for adding and editing personal profiles.

The confirm delete prompt is used when deleting personal profiles.

The Select personal profile window is used to select personal profiles from form fields in other windows.