Person/Organisation Explorer
LOOKING FOR PEOPLE
The menu bar contains access to the entity lists you have been setup with. In this example a person search form. Clicking on the icon will open the associated form in a new window.
PERSON SEARCH FORM
This is a typical example of a person serach form. These same forms are commonly used also for picking an individual for the purposes of forming a new relationship. For example selecting a staff member as an employee.
The form is broken in three distinct areas. One the menu bar, Two the search filter and Three the search results pane.
SEARCHING THE ENTIRE DATABASE
Clicking on the find button will begin the search process.
SEARCH FILTER REQUIRED
Where some of the search screen will be sitting over the top of some very large data sets you may require that some search criteria be supplied so the search is not performed over the entire database. If searching is performed with no criteria when this is true you will be presented with the message as below.
SPECIFYING SEARCH CRITERIA
Specifying search criteria is very simple. Enter the parameters you are interested in the pane highlighted below and click find.
SEARCH RESULTS
You will now be presented with the results matching the search filter criteria you supplied. By hovering over individual search results Simplicity can be configured to present additional information.
NAVIGATING TO AN INDIVIDUAL PERSON
Clicking on an item in the result set will navigate to the associated Simplicity detail form for that item.
PERSON EXPLORER
An example of a Simplicity explorer form that has been configured for a person.
NAME BLOCK
Sections of the explorer have been broken into blocks. Clicking on the expand icon to the left will show you the details contained within the block.
UPDATING NAME FIELDS
Clicking on an item within the block will present you with an editable text field where the attribute can be updated.
AUTOMATIC NAME BLOCK FORMATTING
Formatting rules can be set up to take the applied change and updated related attributes where the updated content relates to it. In this example changing the family name has automatically formatted this for us and also updated the salutation, letter carrier and display value for this person.
ADDRESS BLOCK
The address block you will notice also is displaying summary information of it's content so we don't have to expand every node in the explorer to view it's attributes.
MARKING A CONTACT POINT AS INVALID
All contact points within Simplicity have been configured with a flag to mark them as invalid without having to delete all the fields. This also highlights the fact at the top node by changing the node text to red to illustrate this at the summary level to draw attention to this for the next time the customer is made contact with. Great within a call center environment. These flags can also be used to exclude records from selection criteria based on media delivery requirements.
ACTIVITY DETAIL
Custom activity can also be viewed from within the person explorer. This shows everything from emails that have been sent, opened, clicked on, through to packs that have been mailed out or calls made in to your call center.
ONLINE FORM & SURVEY RESPONSES
Any online form or survey interactions are also accessible from within here.
VIEWING SURVEY ANSWERS
Clicking on view answers will provide you a list of the individuals responses to the questions that were presented to them.
VIEWING RELATIONSHIPS DETAILS
Where relationships have additional information about them then these are typically expressed in the explorer as an expanded relationship as illustrated below. A good example of This is the staff employer relationship where contact point details like an email address for example
EXPANDED RELATIONSHIP DETAILS
A good example of an attribute that only exists as a result of the a relationship being present is a staff members company email address.
NAVIGATING TO RELATED PARTIES
Navigating to the related entity is simply clicking on the link.
ORGANISATION EXPLORER
An example of a Simplicity explorer form that has been configured for a person.
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