Personnel Details and Attributes

View the details (read-only) of the personnel entered in the desktop application. The fields shown are:

1. NameThe personnel name is created using the 'Sal' salutation, first name, and last name fields. This name is used for Invoicing, Reporting, and creating Synergy documents.
2. ContactThe name of the company contact that the person is listed as working for. Click on the word 'Contact' to jump to the contact record that this person is linked to.
3. PositionThe person's job role or position title at the company contact.
4. PhoneThe office phone number for the person.
5. MobileA mobile number for the person.
6. FaxThe fax number for the person.
7. EmailThe email address to use for the person.
8. EmployedThis box is checked if the person still works at the company contact. If unchecked they are 'inactive' and no longer work at that company contact.
9. Street AddressView the address details entered in the desktop application in the Street 1 & 2, City, State, Post Code, and Country fields. Click the 'On Map' button to see this address location in Google Maps.

Click on the image above to view the personnel details tab.

Use the personnel attributes tab to read the extra custom details that have been stored on the record. Attributes are custom data fields, and there are only details shown on this tab if the attributes were entered on the record in the desktop application. If the field was blank in the desktop application then the attribute is not shown.

Click the image above to see the personnel attributes tab.