Person file

You can record any type of person in the Person file, including historic and contemporary people and companies, and groups such as communities.

Overview

• Person records can have multiple names of varying types. This means that you can record acronyms, common names, preferred names, maiden names, known as, and aliases. Each name can have a date associated, so you can record when a name was changed.

• Person records can link to one another to show familial or business relationships.

• The Person file can connect to your other records like Objects, Events, Documents and Activities.

• You can see a person's roles in other records by opening the Person - Roles window.

Video: Person File Webinar

Identification window - Name, Date, Address tab

General fields

• Record Type

• Person/Corporate Type

Name fields

• Name Type

• Title

• First Names

• Known As

• Last Name/Corporate Name

• Initial

• Pronouns

• Name Date

• Postnominals

Birth and death fields

• Date of Birth/Date Established

• Date of Death/Date Closed

• Place of Birth/Place Established

• Place of Death/Place Closed

• Life Date Notes

Gender and sexuality fields

• Gender

• Gender Notes

• Sexuality

• Sexuality Notes

Email address fields

• Email Address

• Email Address Date

• Email Address Notes

Web address fields

• Web Address

• Web Address Notes

Telecom fields

• Telecom Type

• Telecom Number

• Telecom Date

• Telecom Notes

Address fields

• Address Type

• Address Line

• Address Place

• Address Postcode/Zip

• Address Date

• Address Notes

Identification window - Active, Nationality tab

Activity fields

• Active Dates

• Active Place

• Active Notes

Nationality fields

• Nationality

• Nationality Date

• Nationality Notes

Ethnicity and community fields

• Ethnicity

• Community

• Community Details

• Language

• Language Details

• Ethnicity/Community/Language Notes

Category fields

• Category

• Category Notes

Religion and politics fields

• Religion

• Political Group

Identification window - Work/Relations tab

Occupation fields

• Primary Occupation

• Secondary/Other Occupation

• Contact Details

Employment fields

• Employs

• Employed By

• Job Title

• Employment Date

• Employment Notes

Related person fields

• Related Person

• Related Person Is

• Related Person Date

• Related Person Notes

Work title fields

• Work Title

• Work Title Notes

Distinction/rank fields

• Distinction/Rank

• Distinction/Rank Date

Use Instead and Used For fields

• Use Instead Term

• Used For Term

Last facilities report fields

• Last Facilities Report Date

• Last Facilities Report Notes

Identification window - Biography tab

Biography fields

• Biography Display

• Biographical Type

• Biographical Role

• Biographical Date

• Biographical Event

• Biographical Person

• Biographical Place

• Biographical Reference

• Biography Notes

General fields

• General Flag

• General Flag Notes

• Mailing Lists

• General Notes

Identification window - Body Measurement tab

• Measurement Description

• Size Category

• Measurement Type

• Body Part

• Measurement Reading

• Precision

• Measurement Date

• Display Flag

• Measurement Notes

Roles window

The Person - Roles window shows the files where a person has a role in a record. The Count column shows the number of records in a file where a person had a particular role.

You can double-click a row to see the individual records in List Manager.

Other windows in the Person file

• Correspondence History

• Document References

• Photo/Audio-Visual References

• Tasks & Their Costs

• Authority Management

• User Defined Fields

• User Views

See also

• Check for duplicate Person records

• Create a custom Person name format