Persona Fields
In addition to the system-defined fields in the below grid, eTapestry includes a default user-defined field for Company and Job Title on the Persona screen. Use these fields to track an individual's employee information for business personas. Your System Administrator can edit or disable these two fields according to your organization's needs. Because these are persona user-defined fields, a new instance of the field appears for each persona type. For more information about user-defined fields, refer to User-Defined Fields.
| Field | Details |
|---|---|
| Persona | Use this field to select the type of address/contact information you are recording. Persona types are configured by your database administrator. Common examples include personal, business, seasonal, and joint. |
| In effect from/to | Use these fields to designate dates during which the contact information is valid for the account. This is most commonly used for seasonal addresses. If this is a permanent address, leave the fields blank. The fields follow the format mm/dd. |
| Address fields |
Select a country for the address. When you select a country, the address fields adjust to match the proper address formatting for that country. The country defaults to your organization's country, but you can click Change and select a foreign country for the account address. |
| Short Salutation | Enter the informal name you want to use in casual communication for the constituent. For example, you can enter the constituent's first name, such as John. |
| Long Salutation | Enter the formal name you want to use in communication for the constituent. For example, you can enter a title and a last name, such as Mr. Smith. |
| Envelope Salutation | Enter the envelope name you want to use for mailing envelopes for the constituent. For example, you can enter a title, first name, and a last name, such as Mr. John Smith. |
| Note |
Enter additional information you want to capture about this constituent. The contents of the Note field cannot be queried, so if you need to capture the same information for multiple constituents and later query on it, you might want to use a user-defined field. For more information about user-defined fields, see User-Defined Fields. |
| Sticky Note Type |
Sticky notes appear on every persona screen. To make a note sticky, select a category in the Sticky Note Type field. For more information, see Sticky Notes. This field only appears on the primary persona screen. |
| Phone Type Fields | Default phone types are voice, mobile, pager, and fax. Voice is set as the default phone type for accounts. Your database administrator can configure different types of phones for your organization. |
| To enter multiple emails separate them by commas. | |
| Web Page | When you enter a URL, a new icon appears next to the file that allows you to navigate to the web page directly. |