The Personnel profile displays basic personnel information. This information primarily comes from the Personnel Information folder.
General Settings
| Option | Out-of-the-Box Setting |
|---|---|
| Display Order | 10 |
| Security | All Web Client users can view this profile. |
| Contact Display Criteria | Our Personnel contact type and Contact must be a person. |
Profile Attributes
The following table summarizes how the information displayed for the Personnel profile relates to InterAction data. The data comes from the Personnel Information Folder.
Attributes for the Personnel Profile
| Field | Corresponding InterAction Fields | Summary |
|---|---|---|
| Level | The Level additional field in the Personnel Information folder. | Yes |
| Office | The Office additional field in the Personnel Information folder. | Yes |
| Practice Group\Department (Primary) |
The Practice Group\Dept (Primary) additional field in the Personnel Information folder. Note the department information for your firm’s personnel should be entered in this additional field, not in the “Department” field included on every contact. The Department field is primarily provided for contacts outside of your firm, where it would be impractical to maintain a drop-down list. |
Yes |
| Area of Expertise (Primary) | The Area of Expertise (Primary) additional field in the Personnel Information folder. | Yes |
| Language (Primary) | The Language (Primary) additional field in the Personnel Information folder. | Yes |
| Date Joined Firm | The Date Joined Firm additional field in the Personnel Information folder. | Yes |
| More Information | ||
| Status | The Status additional field in the Personnel Information folder. | No |
| Year Made Partner | The Year Made Partner additional field in the Personnel Information folder. | No |
| Practice Group\Dept (All) | The Practice Group\Dept (All) additional field in the Personnel Information folder. This field can store and display multiple items. The field should store both the value entered in the primary version of the field and all additional departments. | No |
| Area of Expertise (All) | The Area of Expertise (All) additional field in the Personnel Information folder. This field can store and display multiple items. The field should contain both the value entered in the Area of Expertise (Primary) and all additional areas of expertise. | No |
| Language (All) | The Language (All) additional field in the Personnel Information folder. This field can store and display multiple items. The field should contain both the value entered in the Language (Primary) and all additional languages. | No |
| Professional Certifications | The Professional Certifications additional field in the Personnel Information folder. | No |
| Professional Biography Reference | The Professional Biography Reference additional field in the Personnel Information folder. | No |