Information > General tab for persons (form)

Last modified in: 5.47

Click Client administration > Contacts. On the Contacts list, select and open a person contact and then click Information > General.

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Press CTRL+Q to move the cursor to the quick launch field. Type the contacts keyword into the quick launch box. Select the Contacts result. Open a person contact and then click Information > General.

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Enter the name of (partial name of) an organization contact into the Search for contact or employee field. Open the person and then click Information > General.

info (2).jpg This form holds general information about a person.

Field names and the order in which they appear may have changed . This article refers to the standard Primacy Workplace form.

This form applies to the following party types:

Contacts (Persons)

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Field	Description
Compliance level	This field contains the compliance level chosen when the person is first created. The field is unavailable when the form is saved. It is important that this field is set correctly during the set up process.
Compliance jurisdiction	Enter the compliance jurisdiction. The options available in this pick list are user definable and can be set in the Settings module > System-wide codes > Countries/regions.
Compliance method	This field contains the compliance method used when the individual was first created and subsequently approved in Primacy. The field can only be changed when the status of the foundation is Pending approval. When a compliance method of Exemption* is selected, the mandatory field Exemption used will be activated.*
Exemption used (Compliance method = Exemption)	The reason for using Exemption as the Compliance method. The data in this field can only be changed when the status of the individual is pending approval. Compliance exemption types are user definable and can be created in Compliance > Lists > Setup > Compliance exemption types.
Title	Enter the title by which the person is addressed. The options available in this pick list are user definable and can be set in the Settings module > Application configuration > Pick list choices > SalutationCode.
Formal salutation	The formal way by which the person is to be addressed.
Given names	The person's first name. The requirement of this field is based upon the value set in the Person given name requirement* system property. It will either be Mandatory, Prohibited or Optional.*
Informal salutation	The informal way by which the person is to be addressed.
Last name	The person's last (family) name. The field is limited to 100 characters.
Display name	The person's display name. The requirement of this field is based upon the value set in the Person display name requirement system property. It will either be Mandatory, Prohibited* or Optional.*
Maiden name	The person's maiden name. This field is only available in versions 5.47 and up.
Initials	The initials of the person.
Person type	The person type. E.g. Vendor. The options available in this pick list are user definable and can be set in the Settings module > Application configuration > Pick list choices > PersonTypeCode.
Legal name	The legal name by which the person is known.
Business unit	Select the business unit associated with this person. A business unit is created in the Settings module > Lists > Organization setup > Business units. Business units are used throughout Primacy in many and records and facilitate detailed accounting, reporting and data analysis.
Currency	The currency in which the contact operates. The options available are user definable and can be set in the Settings module > System-wide codes > Currencies. The field is unavailable when the form is saved. It is important that this field is set correctly during the set up process.
Financial year end	Select the date that the financial year end is recorded for this Person. The default value can be entered when the business unit is selected. This default can be set in the business unit properties. Click Settings module > Lists > Organization setup > Business units > Financial year end.
Alternate lookup code 1	Use this field to record an alternate lookup code. The field label can be defined in the system property Person - Alternate lookup code 1 label. The field is limited to 50 characters. If the code entered is already in use for another trust client a warning message will be generated when the record is saved. The warning message is generated only if the Value of the system property Person - Allow duplicate lookup code 1 is set to Warn. The title of the warning message is also user definable by the system property Person - Allow duplicate lookup code 1 message. Review and maintain these system properties in the Settings module > Lists > Application configuration > System properties.
Alternate lookup code 4	Use this field to record an alternate lookup code. The field label can be defined in the system property Person - Alternate lookup code 4 label. The field is limited to 50 characters. If the code entered is already in use for another trust client a warning message will be generated when the record is saved. The warning message is generated only if the Value of the system property Person - Allow duplicate lookup code 4 is set to Warn. The title of the warning message is also user definable by the system property Person - Allow duplicate lookup code 4 message. Review and maintain these system properties in the Settings module > Lists > Application configuration > System properties.
Alternate lookup code 2	Use this field to record an alternate lookup code. The field label can be defined in the system property Person - Alternate lookup code 2 label. The field is limited to 50 characters. If the code entered is already in use for another trust client a warning message will be generated when the record is saved. The warning message is generated only if the Value of the system property Person - Allow duplicate lookup code 2 is set to Warn. The title of the warning message is also user definable by the system property Person - Allow duplicate lookup code 2 message. Review and maintain these system properties in the Settings module > Lists > Application configuration > System properties.
Alternate lookup code 5	Use this field to record an alternate lookup code. The field label can be defined in the system property Person - Alternate lookup code 5 label. The field is limited to 50 characters. If the code entered is already in use for another trust client a warning message will be generated when the record is saved. The warning message is generated only if the Value of the system property Person - Allow duplicate lookup code 5 is set to Warn. The title of the warning message is also user definable by the system property Person - Allow duplicate lookup code 5 message. Review and maintain these system properties in the Settings module > Lists > Application configuration > System properties.
Alternate lookup code 3	Use this field to record an alternate lookup code. The field label can be defined in the system property Person - Alternate lookup code 3 label. The field is limited to 50 characters. If the code entered is already in use for another trust client a warning message will be generated when the record is saved. The warning message is generated only if the Value of the system property Person - Allow duplicate lookup code 3 is set to Warn. The title of the warning message is also user definable by the system property Person - Allow duplicate lookup code 3 message. Review and maintain these system properties in the Settings module > Lists > Application configuration > System properties.
Team	Choose the team responsible for the person. Teams can be set up in the Settings module > Lists > Organization setup > Teams. This field is only available if the person has the allowable role of Team member.
Account representative	Choose the employee responsible for this role. A number of processes within Primacy reference this field to facilitate data filtering. This field is only available if the person has the allowable role of Account representative.
Relationship manager	Choose the employee responsible for this role. A number of processes within Primacy reference this field to facilitate data filtering. This field is only available if the person has the allowable role of Relationship manager.
Account manager	Choose the employee responsible for this role. A number of processes within Primacy reference this field to facilitate data filtering. This field is only available if the person has the allowable role of Account manager.
Client accountant	Choose the employee responsible for this role. A number of processes within Primacy reference this field to facilitate data filtering. This field is only available if the person has the allowable role of Client accountant.
Billing administrator	Choose the employee responsible for this role. A number of processes within Primacy reference this field to facilitate data filtering. This field is only available if the person has the allowable role of Billing administrator.
Investment manager	Choose the employee responsible for this role. A number of processes within Primacy reference this field to facilitate data filtering. This field is only available if the person has the allowable role of Investment manager.
Lawyer	Only business parties with an allowable role of lawyer can be seen in this drop down. When the form is saved a relationship will be automatically created between the person and the lawyer. This field is only available if the person has the allowable role of Lawyer.
Primary address	The person's Primary address. The requirement of this field is based upon the value set in the Person primary address requirement* system property. It will either be Mandatory, Prohibited or Optional.*
Preferred	Choose the preferred method of communication with the person. If Postal mail is selected and Do not mail is checked the form cannot be saved. This information conflicts with your preferred selection. You must change your preferred selection or do not check Do not mail. This validation takes place on the following fields; Do not mail Do not email Do not phone Do not fax
Mail addressee	Enter the mail addressee for the person. Primacy uses a shared address database. This field can be applied to mailshots and statements using shared addresses.
Do not e-mail	If Do not e-mail is checked then the person cannot be e-mailed.
Main phone	Enter the main telephone number for the person. This is a free format field so use any in house numbering conventions for ease of reporting. The field is limited to 64 characters.
Do not fax	If Do not fax is checked then the person cannot be faxed.
Other phone	Enter an alternative telephone number for the person. The field is limited to 64 characters.
Do not mail	If Do not mail is checked then the person cannot be mailed.
Fax	Enter the fax number for the person. The field is limited to 64 characters.
Do not phone	If Do not phone is checked then the person cannot be telephoned.
Web site	Enter a web site for the person. The field is limited to 200 characters.
E-mail	Enter a contact e-mail address for the person. The field is limited to 100 characters.

Database version 5.18.0.02

Navigating the form

Fields

See also

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