Personal profile panel in the Employee window
Personal profile panel in the Employee window

The Personal profile and Photograph panels display the same data as that entered in the Personal profiles directory.

Figure 10.16. Personal profile panel


The Personal profile panel is composed of the following fields:

  • Personal profile group is the group containing the personal profile of the individual. This is a required field.

    You can select a group in the Select personal profile group window.

  • Surname is the person's surname.

    Surname, given name and middle name are entered as shown on the ID document.

  • Name is the person's first (given) name.

  • Middle name is the person's middle name.

  • Date of birth is the date, month and year when the person was born.

  • Place of work is the name of the company where the person works.

  • Job title is the person's job title.

    Usually, a job title is specified for employees or representatives of partners.

  • Work phone is the person's work telephone number.

    Usually a full number is entered, including country code, area code (e.g. +44 20 0000 0000), and internal extension if necessary (e.g. ext. 5555).

  • Home phone is the person's home telephone number.

    Usually, a full number is entered, including the country code and the area code (e.g. +44 20 0000 0000).

  • Mobile phone is the person's mobile phone number.

    Usually, a full number is entered, including the country code and the area code (e.g. +44 7000 000 000).

    The mobile phone number can be used (upon agreement with the owner) for urgent communication, SMS distribution, greetings etc.

    A call from a previously entered mobile phone number can be used as its owner's ID.

  • E-mail is the person's e-mail address.

    E-mail can be used (upon agreement with the owner) for communication, newsletters, greetings etc.

  • Document is the name and details of the person's identification document.

    Normally, you would enter the following details: ID number, date of issue, and date of expiry.

  • Gender is the person's gender, selected from: Male, Female, and (empty).

    If the person's gender is unknown, you can choose the (empty) option from the list. In this case the field remains empty.

  • TIN is the individual's tax identification number.

  • Language pack is the pack of languages spoken by the person.

    Select a language pack in the Select language pack window.

  • Comment is a short comment.

    This field can contain any additional text information about this person.