Person

Creating a person

To begin we need to create a new person.

This is done by accessing the create function in the person menu as shown below.

When creating a person there are different informations to take into account:

First name: The first name of the person you are creating
Surname: The surname of the person you are creating
Type: Person types are a way of grouping persons across Microbizz. Learn more about these in the Person types section
Address: Add an address to assign the home location of this person
Email: The email of the person that is used for receiving mail updates from Microbizz or other users
Mobile number: The mobile number of the person, which is used to contact the person either by a colleague or the system
Person ID #: Some integrations communicate persons by their identification number
Request GDPR consent?: Use this function to send a GDPR consent request to the person
Expiration date: The day the person is to be disbanded from the company
Company: The company the person is employed at
Team: Choose the teams in which this user should be. Learn about Teams in this section
Our reference: The user within your company that have referred to or knows the person
User name: The username used to login to the Extranet
Password: The password used to login to the Extranet
Autosubscribe new public tasks: If ticked, Microbizz notifies the person of any new public tasks

Viewing a person

The person card is accessed either by the menu SEARCH or SEARCH WITH FILTER where you can search for all the persons in your system with or without filters, respectively.

The buttons

On the frontpage of the person card we find different buttons:

Edit: Used to edit the person information
Create: Used to create the following:
- A new appointment. For more on this, please refer to appointments in the Calendar module
- A new reminder.
- A new task. For more on this, please refer to the Tasks module
- A new call. For more on this, please refer to the Sales module
Deactivate: When a person is no longer needed he/she can be deactivated here. You will then be asked to confirm your choice or not
Delete: You can delete a person here
Combine with duplicate: Used to merge one person with another e.g. in the case of duplicates
To search: Go back to the SEARCH menu
Less: Show more/less of these buttons

Person tabs

Right under the person card we see the person tabs. These have different purposes:

Calendar: Here is shown the calendar and the appointments that the person has
Campaigns: Here is shown the campaigns the person is participating in, if any
Company: Associate the person to a company, and view the companies that the person is associated with, if any
Disclosure: GDPR-related tab viewing a list of objects the user has been in contact with
Emails: View all the mail correspondences you have had with the person
Files: View the files related to the person
Forms: Fill out forms and see previously filled out ones
Marketing: View a list of all marketing events. For more on this, please refer to the
Notes: View and write notes regarding the person