About the Person Companies Form
Person Companies records track relationships between a person and one or more companies that are not the person's main company (which is specified in the person's Company field on the Persons form's top area). These sub-type records are only available through the Details tab's Companies sub-tab on the Persons record.
Top Panel
Company Name
When using Aptify's social network integration with e-Business, if a person’s employment history is available from a social network, Aptify creates a Person Companies records to track that information. When adding the record, Aptify attempts to match the person’s company against existing records in the Companies service. If an existing record is not found, Aptify writes the name of that company to the Company Name text field. This prevents the system from generating duplicate or unnecessary Companies records. See the e-Business 5.5 Developers Guide found on the Using Aptify e-Business page for more details.
Company
Name of the company associated with the person. This field links to the Companies service.
Title
Title that the persons holds at the company.
Start Date
Start Date for the persons relationship with this company.
End Date
End Date for the persons relationship with this company.
Comments Tab
The Comments tab contains any comments relevant to the record.
Contact Tab
Address Type Menu
The applicable address type. Options are Business Address and Billing Address.
Address Information (Street Address, City, State, ZIP Code, and Country)
The person's address at the specified company. If the system recognizes the ZIP Code entered by a user, it automatically populates the City, State, and County fields. If the system does not recognize the ZIP Code, it does not modify the City, State, or County field. The default country is United States. See Understanding the Postal Code Look-up Functionality for more information.
As of Aptify 5.5.5, the Postal Code look-up functionality works in the Aptify web interface. In previous releases of the Aptify web interface, postal codes must be entered manually.
Phone and Fax
Telephone, assistant's phone, and fax information for the person at the specified company. Four fields are available to accommodate the country code (for countries outside the United States and Canada), area code, telephone number, and extension, respectively.
email address to use when contacting the person at this company.
Details Tab
The Details tab of the Person's Companies record stores information regarding the person's relationship with and/or position in the company, such as supervisor, and so on.
Department
Department where the person works.
Supervisor
Name of the person's supervisor.
Assistant
Name of the person's assistant.
Contact Rank
Contact rank of the person within the specified company.
Mail Code
Mail stop for the company.
Carrier Route
Carrier route information for the company.
State Senate
State Senate representative for the company.
State House
State House representation for the company.
US Congress
U.S. Congress representative for the company.
Functions Tab
This tab lists the functions that the person performs for the specified company.
Primary Function
The primary function for the person within the company.
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