This screen is used to Add or Change people records. There are two notebook style tabs. The first tab, shown below, first displays a UID field. This is an automatically generated number and should only be changed if you have added a record on the Pocket PC and created a duplicate UID number. The only required field is the Full Name field and this is a unique field for each person record. The Person Type will default to Customer when adding a new record. Change Person Type to Staff when adding a record for a staff member. The Company name may be "looked up" by clicking the button with the ... on it. Fields are next provided on this tab to let you record the email address, phone and fax numbers, mailing address, city, state and zip or postal code.
The second tab is especially important if you will be using the web interface. Each person must have a unique web login. This tab is where you record the Web Login, Web Password and Security Level. The security level defaults to 1. Customer web pages will allow your users to submit requests require only a level of 1. Pages intended for use by staff members have a level of 3. If an attempt is made to access a page for which the currently logged in user's security level is too low, the login page will be displayed .
