Persons

Person records hold demographic information about the individuals and businesses with whom your organization communicates. Demographic information includes phone number(s), names and aliases, identification numbers, life support equipment needs, employment information, etc.

In the above example, 2 person records would be needed; one for Pam Jones and another for Joe Smith.

A new person is added when you first have contact with a person; the person does not have to be a customer before it is added. So, for example, if your company is starting a new marketing campaign, you can add information about potential customers the moment they are identified.

Note:

Businesses are persons too. In addition to humans, you use person records to maintain basic information about the businesses with which your organization has contact.

Fastpath:

For a description of the control tables that must be set up before you can define a person, refer to Setting Up Person Options .