In this release we have made significant changes to the personnel screen. The screen is now designed to focus on the idea of a single person tied to multiple companies instead of having the same person entered multiple times into the system.
This means that we have shuffled around the fields. You will see that the personnel details are now at the top of the screen and the customer details are below. We have also changed the Full Name field to be a mandatory field.
There are now two different add buttons within the screen. The first one is located in the standard toolbar at the top of the screen. This is used to create a brand new personnel. The second, which is located in the centre of the screen is used to add a new customer relation to the currently selected personnel.
As an example of the changes, in the screenshot you can see that Dave is set up as a personnel against 36 different customer codes. Now when you search for Dave, only a single record is displayed and you will need to use the Next/Previous button in the lower half of the screen or click on the lower browse to see all 36 customers that Dave has been tied to.
We have also relocated automated reports to be against the person rather than against the customer relation. This means that the automated reports tab will list all reports the personnel is set up to receive regardless of the customer code entered against them.
The below diagram summarizes the key changes we have made.