People

Data Entry Page:

The People data entry is accessed from the people grid, or when adding or editing an account as part of the New Account Wizard.

Data relating to each person, or account member, on the account such as names, date of birth, social security, etc. are entered on this page.

If accessing the page from the New Account Wizard, the data entered for the Primary and Spouse on the Duplicate Check and Names pages will carry over to the People page.

Each member of the account, including children, will be added as a separate person record.

Field Name	Description
Person Type	The person can be Primary, Spouse, Child, or another designated category. This field is required for every person on the account. See Person Type.
Title	Select the person's title, if applicable. This is not needed for children. (ex: Mr., Mrs.)
First Name, Middle Name, Last Name	Person's name, as it will display on the account and print on reports.
Suffix	Select the person's suffix if applicable (ex: MD, ESQ)
Gender	Select the person's gender. This field is required.
Maiden Name	The maiden name field is available if the gender is selected is female.
Call Name	Optional name of the person to be used. This field prints on some specific reports instead of first name.
Is Deceased	Select if the person on the account is deceased. It is preferable to mark a person as deceased and include him from reports than to delete the person and lose historical data.
Picture Path	A photo may be attached to each account member to display on 360 and the web portals, and be used to print ID cards. If the primary and spouse have photos, they can appear on the account header. See Attaching Photos.
Social Security #	The social security number field is formatted as xxx-xx-xxxx. Security settings can be enabled to block access for specified users to this field.
Date of Birth	Person's date of birth. Click on the calendar icon to select a date.
Marital Status	Person's marital status (ex: Married, Single, Widowed).
Date of Anniversary	If the primary and spouse have a marital status of Married, and the field is set to "autovalue: dependent", selecting an anniversary date for one will populate the other as well.
Religion	Select the person's religion.
Memo	This free-form notes field can be used for additional information regarding the person on the account.
Mother	If entering a child person, the female on the account will default to his mother. To select another person as the mother, or to select the mother of any other person type, such as the Primary or Spouse's parent, search for the account by clicking on the and select the person.
Father	If entering a child person, the male on the account will default to his father. To select another person as the father, or to select the father of any other person type, such as the Primary or Spouse's parent, search for the account by clicking on the and select the person.
Parent Free Form	Free form text to enter the parents' names if not linking to an existing account.

Grid:

The people grid lists all account members on the account along with children linked to account members on the account.

A child account member will be listed in gray if it is entered on another account, but the mother or father is an account member on the current account. This is common in divorced account situations.

In the example above, Ellen (account 14319) is the mother of the three children records which belong to another account (9957). Ellen is the only account member on this account, but her children are listed in gray for reference.