People Panel Fields

• Copy from Role: Copy information from one role to another role using the drop-down list. For more information, see Add a Role.
• Role Code: A unique identifier representing a position or job definition. One person may have no roles or several different roles in a single case. For example, the builder of a residential property can also be the applicant, owner, and occupant. In order to accurately depict each role, the individual should be added to the case for each role they represent. If more than one role code is added, only the first role code selected is displayed in the People panel. Click Lookup, select a role or roles, and click Submit. When multiple roles are added, the Copy from Role drop-down list is activated.
• Name: This is the name of the person selected in the Role Code field. Click Lookup to see if the person's information is already in the database. If so, select their name and click Submit.
• Add To People: Saves the selected role code and person's information to the database when this check box is selected. This is helpful because if that person needs to be added to another case, they are stored in the database and users don't have to re-enter all the information.
• Address: The address associated with the selected person.
• Address2: An additional address associated with the selected person.
• Address Line 3: An additional address associated with the selected person.

• City: The city where the address is located.
• State: The state where the address is located. Select using the Lookup icon.
• Zip: The zip code where the address is located. Select using the Lookup icon.

• Country Code: The country code where the address is located, such as United States or USA. Select using the Lookup icon.

• Company Name: The full name of the company.
• Work Phone: The office or work phone number.
• Home Phone: The home phone number.
• Cell Phone: The cell or mobile phone number.
• Fax: The fax number.
• Email: The email address used by the person.
• Web Site: The URL address associated with the selected person.
• Comment: Additional information about the person or role code.