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Tools Screen - People

Tools Screen - People

Owned by Matthew Garrett
Last updated: Mar 23, 2017


     

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TFS User Guide - Table of Contents

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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...


There is a new 'Custom' Tools -> People screen. If the preference for 'Custom People Screen' is set to 2 then the new custom screen will be displayed in TFS.

This screen shows all entities in the system of type 'Person' and it then shows the name of the entity who they're a contact for.


The default is 1. To see the Custom People screen set it to 2


When set to 2 the People screen will work like the existing 'People' screen, but will instead only have one list.  This one list will be based on the original 'Top' list from the original screen, but will include 3 new columns.

 - Type column to be added (to show EC, CC, S, C etc like we do in the entity search dialog on the entity tab)

 - 'Contact For' column to be added (based on what we do in the entity search dialog on the entity tab)

 - Owner column to be added to show who owns the entity.  (this is helpful for when they choose '[all]' in the Owner filter.


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.