Tools Screen - People
- Matthew Garrett
The People screen lists all the entities in the system that are people.
The screen shown below is the Custom People screen . See the Preferences at bottom of this page to see how to change it.
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
- 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.
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. |
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