About - Individual DetailsIndividual Details brings together all stored information about an Individual. Users with permission to access an Individual should be able to see everything on the corresponding Individual Details page; however, links to secure content will be invisible to users without the required permissions. About Common features- ShareVision Website Header
- Content Area: Announcements and Events Calendar
Getting Here - Individual Details Section |
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Applies To Version(s): 3.5 & 3.7 |
There are three ways to get to the Individual Details pages: - From the Contact Manager page: After searching for a contact, click on an Individual's name to load their Person Details. In the Person Details Web part, click on the Individual's name to load the Individual Details page.
- From the Program Details page: Click on an Individual listed in the Individual's Web part.
- From the My Individuals page: Click on an Individual's name.
Additional FeaturesIndividual's Schedule Individual Profile Web part Individual Fact Sheet Web part Individual Details links
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Applies To Version(s): 3 Contact your ShareVision Product Expert to upgrade. |
There are four ways to get to the Individual Details pages: - From the Contacts tab: Click on an Individual's name to load their Person Details. In the Person Details Web part, click on an Individual's name to load their Individual Details page.
- From the Program Details page: Click on an Individual listed in the Individual's Web part.
- From the Residence Details page: Click on an Individual listed in the Individual's Web part.
- From the Individuals tab: Click on an Individual's name (Some organizations choose to hide this tab).
Additional FeaturesIndividual Details sub-header Individual's Schedule Individual Profile Web part Individual Fact Sheet Web part Individual Details links |
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See MoreHow-ToIndividuals - add/edit/delete See AlsoAssign a program/residence to an Individual Add and manage Individual Details Links Contacts Tab Contacts
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