This section provides person system screens that are available upon activation of the Framework.
| Name of Screen | Description | ||
| Audit-Person |
This screen displays user-initiated changes to fields flagged for audit on the person displayed in the workspace.
The Person Audit screen displays the user who made the change, date the change was made, the type of change and a description of the change.
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| Contacts |
This screen displays contacts that are related to the person in context.
From this screen users can add contacts, add companies and delete existing contacts. Contacts displayed may contain the name of the contact, the relation to the person, address of the person or company and e-mail. |
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| Promises |
This screen displays all promises made on any accounts related to the person in context. The promise history screen displays the account number the promise was made to, the due date, the date the promise was opened, the status, amount promised, number of payments, amount paid, who created the promise, notes and reason for delinquency. Users can edit and cancel open promises from this screen.
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| Workflow History | This screen displays all workflows and comments that have been generated on the account holder in context. The Workflow History displays who the workflow was started by, the account holder’s phone number, Comments, Days DQ, DQ amount, the name of the workflow, Next Contact Date and Date Created. | ||
| Related Accounts | This screen displays all of a person's related accounts. |
