Personnel & Officers

Right mouse click to add or remove columns as required.

Column	Description
Drilldown	Click to drilldown to the details of the Employment details.
Active Sales Rep	Shows a checkbox icon , which is ticked if the Employee is an active Sales Rep for the External Party.
Basis	The Employee's employment basis, e.g. specifies whether the Employee is full-time or part-time. This list is defined by the EmploymentBasis Information List.
Code	The External Party Code of the Employee.
Current	Displays a checkbox icon , which is ticked if the Employee is Current for the External Party.
Drilldown Client	Click the Client icon to open to the Client form.
Drilldown User	Click the User icon to open the User form.
Duration	Duration that the Employee was employed for, e.g. length of time the Employee worked for that External Party.
External User Id	The External User Id.
Gender	The Gender of the External User.
Id	The Id of the External Party User.
Job Title	The Employee's Job Title. This list is defined by the JobTitle Information List.
Name	The Name of the Employee.
Not Current Icon	This column has no heading, but displays a Warning Icon to show that the User is no longer current.
Notes	Additional notes/information relating to the employment.
Occupation	The Employee's occupation. This list is defined by the Occupations Information List.
Phone Number	The Phone Number for the Employee.
Role Type	The Employee's role within the External Parties organisation. This list is defined by the RoleTypes Information List.
Start	The date the Employee started.
Stop	The date the Employee stopped.
Sub EP	Displays a checkbox icon , which is ticked if the Employee available to Sub External Parties.
Type	The Employee's type of employment. This list is defined by the EmploymentType Information List.

Button Strip

Icon	Description
	Add an Employee or Officer.
	Remove the selected rows.
	Move the current row up (Ctrl+Up).
	Move the current row up (Ctrl+Down).
Add as User	Click to add the selected Employee as a finPOWER Connect User. This is only applicable if licenced for External Users. The Permission Key to control adding employees of an External Party as External Users in finPOWER Connect is ExternalParty.AddUser.
	Display only the current Employees.
	To show/hide the preview pane window.
	Save defaults for this grid.

Preview Pane

This displays details of the currently selected item in the grid.