Tools Screen - People

The People screen lists all the entities in the system that are people.

Opening the People Screen - Click here to expand...

From the Tools menu, select People.
From the sidebar, select Tools then People.
Press Ctrl + E.

The screen shown below is the Custom People screen . See the Preferences at bottom of this page to see how to change it.

Select/Search Group - Click here to expand...

Use the Entity Role field to narrow the search.

Use the Search field to search for a specific value. Click on the to toggle searching across any column or just the Name column

Filter Group - Click here to expand...

Include Clients/Prospects: Toggle Yes/No. Select Yes to include clients and prospects in the People list.
Include Inactive?: Toggle Yes/No. Select Yes to include inactive companies in the People list.
Context: Use the drop-down list to select the context in which to filter the People list.
Last Contact From / Last Contact To: Filter the People based on the Last Contact From / Last Contact To Dates specified on the Entity Marketing Tab.
Next Contact From / Next Contact To: Filter the People based on the Next Contact From / Last Contact To Dates specified on the Entity Marketing Tab.

You can access the Entity Marketing tab by double clicking on the Entity and clicking on the Marketing Tab

You can also click on the Comments/Follow-Up tab and enter a Comment or Follow-up.

Preferences that effect this screen - Click here to expand...

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You can also specify whether to include Client Contacts and Inactive Contacts.

IMPORTANT CONCEPTS

You can resize and move the columns on the grid and the settings will be saved on a user by user basis. This means that when you log into TFS on any machine it will display the grid in the way that you have organised it for your personal use.