This article is a breakdown of the different sections of a people record.
Contact
In the Contact section, you will find all of the contact information of the individual. You will therefore find fields such as a person's Name, Email, Phone Number(s), Occupation, Designation, Passport Number, Driver's License, Date of Birth, and so on. If you would like to add notes to a person's profile, you can do so in this tab in the Notes field. You can also add tags to the person's record in this section for ease of reference when searching through the people records to find certain individuals.
Addresses
In the Addresses section, you will find a list of all of the addresses associated with the person's record. You can add as many addresses as you like and update them through this section as well. To learn how to manage the people addresses, consult the Adding Addresses to a Person Record help article.
Associations
In the Associations section, you will find a list of the affiliations this individual has with other entities as a Principal, Shareholder, Secretary, Member, Lawyer, or Paralegal member. To learn how to bulk resign an individual across different entities from this section, consult the Bulk Removal of Principals help article. To learn how to bulk appoint an individual across different entities from this section, consult the Bulk Appointment of Principals help article. To learn how to bulk appoint an individual across different entities from this section, consult the Bulk Replacement of Principals help article.
Documents
In the Documents section, you will find a list of the documents associated with this individual. To add documents to this section, simply click on the New button and then choose one of the options to upload the document from.
Audit Trail
In the Audit Trail section, you will find a list of all of the changes made to this person's profile. This is also known as the history section.
Structure Charts
In the Structure Charts Section, you will find the chart listing the Entities which the person has ownership.
To learn how to create a person record in Unity® Entity Management, please refer to the Creating a Person Record article in the Unity® Entity Management help center.
Related Articles:
- Adding Addresses to a Person Record
- Bulk Removal of Principals
- Bulk Appointment of Principals
- Bulk Replacement of Principals
- Creating a Person Record