Defining Person Identifier Types

When you create a person (customer), a person identifier type allows you to define the various types of identification associated with the person (customer). For example, driver's license number, taxpayer identification number, etc. The Person Identifier Type screen allows you to create, edit, and delete a person identifier type. You can access this screen using Admin Menu, Person Identifier Type.

You can quickly search for a person (customer) using a person identifier. In addition, person identifiers help prevent duplicate persons from being added to the database. Usually, the system warns a user before they add a new person when a person exists with the same identifier.

The person identifier types are optional. However, using installation options, you can mandate at least one identifier type for each person type.

Description of Page

The Person Identifier Type screen contains the following fields:

• Person Identifier Type - Used to specify the person identifier type.

• Description - Used to specify the description for the person identifier type.

• Identifier Format - Used to specify the algorithm that will be triggered when the details are saved in the Person screen. This algorithm will validate the value specified for the person identifier type.