Details
Summary Description
The Details tab in the Persons object contains several sub-tabs that provide additional information about the person. This tab is divided into multiple sub-tabs, each focusing on a different aspect of the person's details such as education, relationships, lists, and topic codes. Note that AANP does not use some of these sub-tabs, which will be indicated as such.
Sub-Tabs
General Sub-Tab
Fields
| Field Name | Description | Field Type |
|---|---|---|
| Old ID | The old identifier used for this person | Text |
| Old Company ID | The old company identifier used for this person | Text |
Unused Fields
These fields appear in Aptify, but AANP does not utilize them on this entity.
| Field Name | Description | Field Type |
|---|---|---|
| Nickname | The person's preferred nickname | Text |
| Department | The department the person belongs to | Text |
| Supervisor | The person's supervisor | Text |
| Assistant Name | The name of the person's assistant | Text |
| Referred By | The person who referred this individual | Lookup |
| Referral Type | The type of referral | Dropdown |
| GL Order Level | General Ledger order level | Dropdown |
| GL Payment Level | General Ledger payment level | Dropdown |
| Credit Status | The person's credit status | Dropdown |
| Credit Limit | The credit limit assigned to the person | Currency |
| Credit Currency | The currency used for credit | Lookup |
| Pref. Communication | Preferred method of communication | Dropdown |
| Preferred Currency | The currency preferred by the person | Lookup |
| AP Vendor | Accounts payable vendor associated with the person | Text |
| Ranking | The ranking assigned to the person | Slider |
Screenshots
Add screenshot references here if available.
Personal Sub-Tab
Summary Description
The Personal sub-tab includes additional personal details about the person.
Fields
| Field Name | Description | Field Type |
|---|---|---|
| NPI | The National Provider Identifier | Text |
| Website | The person's personal website | URL |
| Gender | The person's gender | Dropdown |
| Birthday | The person's birthdate | Date |
Unused Fields
These fields appear in Aptify, but AANP does not utilize them on this entity.
| Field Name | Description | Field Type |
|---|---|---|
| Social Security | The person's social security number | Text |
| Children | The names or count of children | Text |
| Important Date #1 | An important date related to the person | Date |
| Description | Description of the important date | Text |
| Important Date #2 | Another important date | Date |
| Description | Description of the important date | Text |
| Important Date #3 | Another important date | Date |
| Description | Description of the important date | Text |
Screenshots
Add screenshot references here if available.
Education Sub-Tab
AANP does not use the Education sub-tab.
Companies Sub-Tab
AANP does not use the Companies sub-tab.
Relationships Sub-Tab
AANP does not use the Relationships sub-tab.
Lists Sub-Tab
AANP does not use the Lists sub-tab.
Topic Codes Sub-Tab
Summary Description
The Topic Codes sub-tab allows the categorization of the person's interests, certifications, and therapeutic areas.
Fields
| Field Name | Description | Field Type |
|---|---|---|
| Topic Code | The specific topic code assigned to the person | Dropdown |
| Description | Description of the topic code | Text |
| Certifications | NP certifications held by the person | Checkbox |
| Therapeutic Areas | Clinical areas of expertise | Checkbox |
| Additional Education | Additional educational qualifications of the person | Checkbox |
| Higher Logic Communities | Membership in higher logic communities | Checkbox |
| Email Category Opt Outs | Categories of emails the person has opted out of | Checkbox |
Screenshots
Add screenshot references here if available.
Saved Payment Methods Sub-Tab
AANP does not use the Saved Payment Methods sub-tab.
Person Tax Exempt Codes Sub-Tab
AANP does not use the Person Tax Exempt Codes sub-tab.
Reference
- Business Requirements Document (BRD) for additional context on fields and usage.
Screenshots
- Details Tab