Order - Main - Person Information
The Person Information section contains demographic information about the customer / prospect.
This page contains a subset of person-oriented information. If you need to define other person-oriented information, transfer to Person - Main after the order is completed.
If this is a new customer, select Create New Person and enter demographic information in the fields that follow. Otherwise, select Use Existing Person and use the Name field or press the search button to find the customer. After you select an existing person, the following events takes place:
- The person's name appears beneath the person search (and the person context menu can now be used to drill down to person-oriented pages). Note, the person's name is formatted by a plug-in algorithm on the installation record. Refer to the base package's name format algorithm (PERS-INFO) for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately.
- If any of the Questions & Misc Fields (on the next tab) are used to capture person-oriented characteristics, the person's existing characteristic values are defaulted.
- If the selected person has at least one account, information about the account is displayed in the Account Information section (if the Campaign makes uses of accounts). In addition, if any of the Questions & Misc Fields (the next tab) are used to capture account-oriented characteristics, the account's existing characteristic values are populated in the respective rows on this tab.
- Information about the person is displayed in the fields that follow.
Use Person/Business to indicate if the customer is a Person or a Business. This value controls how the person's primary name is validated. Note, for new customers, this value defaults based on the Campaign.
Names are used by Control Central when you look for a customer based on their name. In addition, a person's primary name is the addressee on the person's bill unless overridden by the Override Mailing Name (defined on Person - Correspondence Information ). To modify a name, simply move to a field and change its value. To add a new name, press + to insert a row, then fill in the information for each field. 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.
- 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 addresses on the installation record. Refer to the description of the Alternate Representation field under Installation - Main for more information.
Validation and formatting are performed by plug-ins. 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. More than one algorithm can be plugged into this plug-in spot. Algorithms plugged into this plug-in spot can also perform formatting such as removing special characters that your implementation’s business rules do not allow in person names. Other algorithms can be configured to remove or replace text.
- The Do Not Format switch can be used to bypass any person name formatting done by the algorithms described above. Validation such as requiring name separator is still applied, but no further formatting is applied. Setting the switch only applies while the record is being saved and is then reset. The switch is reset because the formatting is only applied when the record is subsequently changed. This switch is only shown if the Enable Person Name Format Bypass Option Type on the Customer Information Options Feature Configuration has been enabled
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Person Contact Type indicates the type of contact such as, home phone, cell phone, or work email.
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Contact Information contains the specific contact information such as, the phone number or email address. Enter the contact information in the format described.
Note: Formatting is performed by a plug-in. The format that is applied to Contact Information is controlled by the algorithm that is plugged in on the respective person contact type (refer to Setting Up Person Contact Types for more information). If you prefer a different format, your system administrator should configure this algorithm appropriately. -
Enter the Extension, if any, of the contact information. (This field is only active when the contact’s contact routing is phone or fax.)
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The Primary switch must be set for exactly one person contact for each contact routing.
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Do Not Disturb (From) and Do Not Disturb (To) indicate the times when a person contact should not be used. (Note: these fields are active when the Person Contact Type’s Allow Do Not Disturb information is set to Optional.
Phone numbers are used by Control Central to look for accounts and persons. For new customers, the phone type(s) default based on the Campaign. To modify a telephone number, simply move to a field and change its value. To add a new telephone number, press + to insert a row, then fill in the information for each field. 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. You can also have this plug-in convert input values into formatted values, e.g., this algorithm could transform all numbers into a formatted string. If you prefer a different format, your system administrator should configure this algorithm appropriately.
- Enter the Extension, if any, of the telephone number.Note: The Person Phone grid appears when the Legacy Person Phone and Email Option Type on the Customer Information Options Feature Configuration has been enabled.
A person's ID has several uses:
- It is used by Control Central when you look for a customer / premise based on their ID.
- It is 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 customer when multiple customers match the search criteria.
The person ID usage flag on the installation record indicates whether or not at least one id for a person is required or optional. The ID Type defaults from the installation record based on the Person Type ( Person versus Business ). The following fields are used to define a customer's primary ID.
- Select the type of identification from the ID Type drop down.
- Enter the identification number in the ID Number field. Please note that if the ID number should be formatted (e.g., dashes in an American social security number), you do not have to include the delimiter (e.g. dashes). You can enter the ID number as a contiguous value and the system will format it for you. The format is shown adjacent to the ID Number field.
Formatting is performed by a plug-in. The format that is applied to a person 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.
A person can have many forms of identification. The order transaction only caters for a single form of ID (as this is the most typical situation). If you want to specify additional person ID's, you must transfer to Person - Main after the person is created (persons are created when the order is saved).
Define the Language in which the person prefers their bills and correspondence printed.
Default note. The person's language defaults from Installation Options - Person.
Refer to Customer Language for more information on options for supporting multiple languages for your customers.
Use Life Support / Sensitive Load to indicate if the person has life support or sensitive load equipment. Valid values are: LS/SL (i.e., the person has life support / sensitive load equipment), None. If the customer has LS/SL equipment, make a note of the type of equipment in the Life Support / Sensitive Load Notes.
A premise can also have life support / sensitive load information. If the equipment is physically linked to the premise (e.g., a hospital has life support equipment), you should NOT specify the life support information on the person. Rather, after the premise is added, transfer to Premise - Misc and specify life support information on the premise.
Life support affects alerts and C&C. If life support / sensitive load information is specified, an alert will appear when the person is displayed on control central. In addition, if a person has life support or sensitive load equipment, it is possible for a different credit & collection severance process to be kicked off if the person's account associated has overdue debt. Refer to Designing Your Severance Procedures for more information.