8102-People User Defined Attributes

Description

  • When users create a new licensed professional, displays the people template fields for entry if users select a license type that associates with a people template.

  • When users create a new contact, displays the people template fields for entry if users select a contact type that associates with a people template.

Interdependency

Parent of #1 0008-Reference Licensed Professionals
Parent of #2 0084-Reference People Contact

Solution

All

Access

Licensed Professionals portlet > New > (Selecting a license type that associates with a people template) Fields from the people template in the Professional-New page

Record portlet > Professionals tab > New > (Selecting a license type that associates with a people template) Fields from the people template in the Professional-New page

Contacts portlet > New > (Selecting a contact type that associates with a people template) Fields from the people template in the Contact-New page

Record portlet > Professionals tab > New > (Selecting a contact type that associates with a people template) Fields from the people template in the Contact-New page