People Panel Fields

The following fields are found in the Add Person and Edit Person panels.

NOTE: Some fields have visible character max limits. The first number is the current count of how many characters have been used. The second number is the max characters allowed in the field.

  • Name: The name of the person you are adding to the case.
  • Role Code: A unique identifier representing a position or job definition. One person may have no roles or several different roles in a single case. For example, the builder of a residential property can also be the applicant, owner, and occupant. For complete representation, ensure all relevant roles are assigned to each individual within the case. If more than one role code is added, only the first role code selected is displayed in the People panel.
  • Add To People: Saves the selected person and role code to the database when this check box is selected. Storing the person's information in the database improves efficiency by eliminating the need for re-entry in future cases.
  • Address1: The address associated with the selected person.
  • Address2: An additional address associated with the selected person.
  • Address3: An additional address associated with the selected person.
  • City: The city where the address is located.
  • State: The state where the address is located.
  • Zip Code: The zip code where the address is located.

NOTE: City, state, and country values may automatically populate when a zip code is entered if an administrator has configured the zip code in Admin. See Add a Country Code, State, or Zip Code in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

  • Country: The country code where the address is located, such as United States or USA.
  • Company Name: The full name of the company.
  • Fax: The fax number.
  • Work Phone: The office or work phone number.
  • Work Phone Extension: The extension for the office or work phone number.
  • Home Phone: The home phone number.
  • Cell Phone: The cell or mobile phone number.
  • Email: The email address used by the person.
  • Web Site: The URL address associated with the selected person.
  • Comment: Additional information about the person or role code.