The Main page contains core person information like names, telephone numbers, and forms of identification. Open this page using .
Description of Page
Person Information contains basic information about the person. These values only appear after the person exists on the database. The ID is a system-assigned random number that stays with a person for the life of the system.
The following information may be recorded about a person:
Define the Person Type for this person. The person type controls some behavior for the person. It includes a "person/business" indicator that controls the primary name validation. Your implementation's person types may also be configured to define other behavior for persons of this type such as the default primary ID type.
Person Names are used by Control Central to look for accounts and persons. In addition, a person's primary name is the addressee on the person's correspondence unless overridden by the Override Mailing Name (maintained on the Misc tab). The following fields display:
Use Name Type to indicate if the name is an Alias, Alternate Representation, Doing Business As, Legal, or Primary name. Note, for new persons, a value of Primary is defaulted.
The values for the name type field are customizable using the Lookup table. This field name is NAME_TYPE_FLG.
Use Person Name to define the person's name. Note well, the name is case sensitive.
Alternate representations of a person's name. You would use an Alternate Representation for a person's name when you have an alternate ways to define the person's primary name. Alternate representations are typically used in countries that use multiple character sets (e.g., the Primary name is entered in Chinese, the Alternate Representation is entered in English). When a person has an alternate name, both the main and alternate names can be used to search for a person. The Alternate Representation Name Type only appears if you have enabled alternate names on the installation record. Refer to the description of the Alternate Representation field under Installation - Main for more information.
Validation is performed by a plug-in. The validation that is applied to Person Name (e.g., a comma separating the last and first name - Smith,Patricia) is controlled by a plug-in algorithm on the installation record. Refer to the base package's name validation algorithm for an example. If you prefer different validation logic, your system administrator should configure the system appropriately.
Person Phone numbers are used by Control Central to look for accounts and persons. The following fields display:
Phone Type indicates the type of phone number, e.g., Home, Mobile, Business, …
Use Phone Number to define the telephone number. Enter the telephone number in the format described by the Phone Format.
Formatting is performed by a plug-in. The format that is applied to a Phone Number is controlled by the algorithm that is plugged in on the respective Phone Type. If you prefer a different format, your system administrator should configure this algorithm appropriately.
Enter the Extension, if any, of the telephone number.
A Person's ID's have several uses:
They are used by Control Central when you look for a taxpayer / location based on their ID.
They are used to highlight potential duplicate persons.
Control Central displays a person's primary identification in the search results area to help a user identify the taxpayer when multiple taxpayers match the search criteria.
Person ID may be required or optional. The person ID usage flag on the installation record indicates whether at least one id for a person is required or optional.
The following fields are used to define a person's ID(s).
Turn on Primary ID for the piece of ID that is the primary means of identifying the taxpayer.
Indicate the ID Type. The ID Type defaults from the Installation Record based on the Person Type's person/business indicator.
Enter the identification number in the adjacent fields. Please note that if the ID Number should be formatted (e.g., dashes in an American social security number), you do not have to enter the dashes. Rather, you can enter the information as a contiguous value and the system will format this for you. The format is shown in the adjacent Identifier Format column.
Formatting is performed by a plug-in. The format that is applied to an ID Number (e.g., dashes in an American social security number) is controlled by the algorithm that is plugged in on the respective ID Type. If you prefer a different format, your system administrator should configure this algorithm appropriately.
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