Entering a new Person record
To enter a new Person record, first open the Persons setting by clicking [Settings] in the Master Control panel or by selecting 'Settings' from the File menu, and then double-clicking 'Persons' in the 'Settings' list. The 'Persons: Browse' window is opened, showing Persons that have already been entered.
Double-click a Person in the list to edit it. To enter a new record, click [New] in the Button Bar or use the Ctrl-N (Windows) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, select a Person similar to the one you want to enter and click [Duplicate] on the Button Bar.
The 'Person: New' window is opened, empty if you clicked [New] or with a copy of the copied Person.
- Signature
- Enter the Person's initials to be used when logging on, or to identify the Person from elsewhere in FirstOffice.
- If there is more than one Company in the database, records in the Persons setting (as with all registers and settings) are specific to the Company in which they are entered. However, if you will be using the Personal Desktop, you should enter Person records for yourself in each Company with the same Signature (initials). This will allow you to see your Personal Desktop in each Company. If there are two or more Persons in different Companies with the same initials, they will not be able to have their own Personal Desktop.
- Name
- The name of the Person.
- Job Description
- A short job description or title.
- Our Reference
- Using the Our Ref field, you can assign a short (up to 20 characters) reference text for the individual. This text will appear in the Our Ref field of all Invoices entered by this Person.
When the Person record is complete, save it using the [Save] button and close the window by clicking the close box. Then, close the browse window using the close box again.
! | As soon as you have entered a single Person in the Persons setting, the password dialogue will appear each time you start FirstOffice. |
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