Person Overview

The Person Overview displays the details about a person. You can click on their email address to send them an email with your mail client. If you have access to view the person's company, you will see their company name as a link. Clicking the company name will take you to the Company Overview for that company.

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If your Access Role allows you to create/edit people then you will see an Options drop-down list near the top of the page. Hovering over the drop-down list will reveal the Edit Person option which will take you to the form to edit the current person.

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If anyone is assigned to the person, you will also see their names at the bottom of the details list. If you have access to view the assigned people then their names will be links. Clicking on an assignee will take you to the Person Overview for the assignee. If the person has an image set, it will display in the block to the left of the details.

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If there are assignees for the person, then there will be another link in the Options drop-down called Remind Assignees. Clicking this link will pop up the Remind modal where you can send a customized reminder email to the assignees.

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By default, the Remind Users modal is pre-filled with the first email template for the item. You can customize the subject and body of the email or just click Send to use the default template.

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