Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Person types in Microbizz are specific types you can use on the persons. Examples of person types are Potential Partners, Old, Outsourcing etc. and are used for grouping the persons together for easier management.

Person types are created and edited in the Settings menu in the Person module. Here you can create new person types or edit your previously created ones. To edit, you simply click the pencil to the left of the title of the Person type.

To create a new person type click the 'New person type'-button.

Here you'll need to go through a few options:

Type name - The name of the new person type e.g. Outsourcing

Letter - A letter identifying the new person type.

Colour - A colour for representing the person type.

When satisfied with the settings click save, and then you'll be able to use the new person type.

  • No labels