The Profile of a Contact
Every Contact has a Profile. It can be used to record additional information about contacts.
To open a Contact's Profile, display his Contact Card and then click on the 'Show Profile' button. The Profile is divided into many sections.
For example, here is the 'Education' section, for Contact Joe Levy
Each line in the grid displays one item in the Education section.
The currently selected item is 'Security Certificate'. Its line is highlighted in yellow. Details about the selected item is displayed below the grid.
Modifications can easily be made: make your changes to the information that appears in the textboxes then click the 'Modify' button to save your changes.
To Add other items to the list, click the Reset Button. All textboxes will be cleared. Enter All necessary information then click the 'Add' Button.
If you do not have all the information at hand you can still add the item and come back later to fill in missing data.
The Hierarchy section includes two parts: a list of superiors ('Show Parents') and a list of dependants ('Show Children'). Here is the list of parents for 'Sophie Guerin'.
In the 'Show Parents' view, clicking on the number column will open the associated Contact Card. In the above image, one click on 'Kath' would open the contact card of Katherine Harris.
To add a 'Parent' of Sophie, first you have to open the contact card of Sophie's new Parent, then click the 'Add a Parent' button.
To remove a Parent from the list, select the Parent to be removed then click the 'Erase this Parent link' button.
When the radio button 'Show Children' is selected, TeemWork displays the dependants of the selected contact. The figure below shows the children of Katherine Harris.
In this image we can see that Katherine is in charge of three different team members: 'Marc', 'Sophie' and 'Yvon'. Their Contact files can be opened by a simple click of their names.
A child cannot be added directly from this window.
For example, to add 'Frank' to 'Katherine's' child list we need to open 'Frank's' profile and inscribe that 'Katherine' is 'Frank's' parent. 'Frank' will automatically become 'Katherine's' child.
As displayed above, this view can display multiple child levels. To see who Micheline Perron is responsible for in the example above, click on the '+' that is displayed to the left of her name.
This section is related to Group Management. It is used to associate a 'Code' and 'Quantity' to each Group, for the selected user.
The list contains all the groups that the user is part of.
You can change the 'Code' and 'Quantity' of a group by clicking on the desired row and entering values in the 'Code' and 'Quantity' textboxes located at the bottom of the window. click the save button to record your changes .
The values for 'Code' and 'Quantity' arbitrary. They can be used as desired. Click here for more details.
The 'Education' section contains a list of education history for the selected contact.
Similarly, the 'Experience' sction displays the work history of the selected contact. It could also be used to record other types of experiences, such as 'Climbed Mount Everest'.
The 'Emergency' section contains a list of people to contact in case of major or urgent problems.
The 'References' contains a list of references for the selected contact.
Equipment consists of all items which have been provided to the selected contact.
In the case of an employee, the computer and software that he uses could be considered to be equipment.
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