About Forwarders: Persons Tab

The Persons tab of the Forwarders screen contains additional contact information. Each contact has a separate record in the Record List. Records in the Persons tab provide information about the individuals within the Forwarder organization in business transactions. This tab stores critical information, such as the ID of the person for identification and recording purposes.

Table 1. Persons Tab Fields and Action Buttons

Field	Description
Participant	The system-generated code of the Participant.
Title	Enter the title of the person. For example, Mr, Mrs, and others.
First Name	Enter the first name of the person.
Family Name	Enter the family name of the person.
Job Title 1	Short code to describe the person role. This field can be used for queries and mailing purposes. For example: EM - Export Manager SP - Sales Person GM - General Manager You can look up available codes from the database by clicking , entering search data in one or more of the fields presented, then clicking Search. Select the desired code from the search list, then click Retrieve. The selected code will then populate the field. Note: Clicking Search when all presented fields are left blank produces a complete list of all data held.
Job Title 2	The second short code to describe the job title. You can look up available codes from the database by clicking , entering search data in one or more of the fields presented, then clicking Search. Select the desired code from the search list, then click Retrieve. The selected code will then populate the field. Note: Clicking Search when all presented fields are left blank produces a complete list of all data held.
Job Title 3	The third short code to describe the job title. You can look up available codes from the database by clicking , entering search data in one or more of the fields presented, then clicking Search. Select the desired code from the search list, then click Retrieve. The selected code will then populate the field. Note: Clicking Search when all presented fields are left blank produces a complete list of all data held.
Job Desc	Enter the job role of the person.
Tel. Business	Enter the business phone number of the person.
Tel. Home	Enter the home phone number of the person.
Tel. Mobile	Enter the mobile phone number of the person.
Fax	Enter the fax number of the person.
E-mail	Enter the email address of the person in the E-mail field.
Birth Date	Enter the birth date of the person by selecting a date from the date-picker.
Remark	Enter additional information in the Remarks text field.
Select Picture	Click Select Picture to upload the file from your computer. To remove, right-click the image in Edit mode. Note: The image quality is dependent on the size of the image and the format used. The quality of the uploaded image directly affects the image produced on the various documents in the system. Saving your image as a JPEG produces the best result.
Scan Picture	Use the Scan Picture button to upload scanned pictures, such as business cards. Note: The image quality is dependent on the size of the image and the format used. The quality of the uploaded image directly affects the image produced on the various documents in the system. Saving your image as a JPEG produces the best result.