Configuring the Person Component

These topics discuss how to

  • Select the Person default role.

  • Define POI types.

To define a person of interest type, use the Person of Interest Type (POI_TYPE_TBL) component.

Page Name

Definition Name

Usage

Configure Person Component Page

RD_PERSON_CONFIG

Select the default role and the pages that appear in the Person component when a user adds a person or views a person.

Person of Interest Type Page

POI_TYPE_TBL

Define the valid POI types.

Use the Configure Person Component page (RD_PERSON_CONFIG) to select the default role and the pages that appear in the Person component when a user adds a person or views a person.

Navigation:

Set Up CRM > Common Definitions > Customer > Configure Person Component

This example illustrates the fields and controls on the Configure Person Component page. You can find definitions for the fields and controls later on this page.

 Configure Person Component page

Default Actions

Select the role that is added when a user selects Add Person from the menu and the role that appears when a user selects an existing person.

Configuration and Visibility

Field or Control

Description

Business to Business, Business to Customer, and Mixed

Select an option to indicate whether the CRM installation supports business-to-business, business-to-consumer, or both. The option that you select determines the default page object settings.

Visible

Select Yes to have the selected page or link appear on the Person pages that appear to the user.

Use the Person of Interest Type page (POI_TYPE_TBL) to define the valid POI types.

Navigation:

Set Up CRM > Common Definitions > Customer > Person of Interest Type > Person of Interest Type

This example illustrates the fields and controls on the Person of Interest Type page. You can find definitions for the fields and controls later on this page.

 Person of Interest Type page

Field or Control

Description

Job Record Required

Select if job data is required when POI records of this type are brought into CRM by integration with another system. For records that originate in the CRM system, the system clears this check box.

Source Indicator

Select the source of POIs of this type. Value are: CRM,, External, HRMS, and SCM..

Modify System Data

Click to modify the POI definition. The button label then changes to Stamp System Data. Click Stamp System Data to record changes and flag the definition as changed.