Customize Person Information

Customize Person Information

You can customize the person properties which are not pre-defined in the client according to actual needs, e.g., place of birth. After customizing, when add a person, you can enter the custom information to make the person information complete.

  1. Enter Person module.
  2. Set the fields of custom information.
    1. Click Custom Property.
    2. Click Add to add a new property.
    3. Enter the property name.
    4. Click OK.
  3. Set the custom information when adding a person.
    1. Select an organization in the organization list to add the person and click Add.
      Note:

      Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.

    2. In the Custom Information panel, enter the person information.
    3. Click Add to add the person and close the Add Person window, or click Add and New to add the person and continue to add other persons.

Customize Person Information

You can customize the person properties which are not pre-defined in the client according to actual needs, e.g., place of birth. After customizing, when add a person, you can enter the custom information to make the person information complete.

  1. Enter Person module.
  2. Set the fields of custom information.
    1. Click Custom Property.
    2. Click Add to add a new property.
    3. Enter the property name.
    4. Click OK.
  3. Set the custom information when adding a person.
    1. Select an organization in the organization list to add the person and click Add.
      Note:

      Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.

    2. In the Custom Information panel, enter the person information.
    3. Click Add to add the person and close the Add Person window, or click Add and New to add the person and continue to add other persons.