The General Tab is where you identify the Employee, with basic information:

Fields: (For help with data entry, see Field Select Boxes and Field Helpers.)

 

Left Side:

Title:

Describes the position this Employee holds. See Employee Titles. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Salutation:

Optional. Traditional titles used in addressing persons, such as "Dr., Mr., Mrs., Ms." There is no lookup here - just key what you wish.

First Name:

The formal first name of this Employee.

Middle Name:

Usually a middle initial, but could be a name.

Last Name:

The formal last name of this Employee. The combination of Last Name, comma, and First Name for a new Employee are placed as the defaults for Display Name and Nickname, and the first line of the Address fields. You can change those or leave the default.

Display Name:

Required and must be unique. The name used to search for and display this Employee.

Note: This Name also serves as the link to QuickBooks. (If changes are needed to the Display name and you are using QuickBooks, see Understand QuickBooks Naming Exceptions for how to use the QB Employee Name field on the Employee Details Tab.)

Nickname:

Required. Informal name for this Employee, which shows on the Schedule Board and reports, or wherever there is a list of Technicians. The default is the Employee's Last Name, followed by first name, but you can change this.

Home Address:

One of the choices used in all the Mapping functions, including GPS Vehicle Routing and Driving Directions and Technician Routing.

Tip: In order to make use of Mapping, always record the street address on the second line of the address field. Extra information such as the apartment / suite number can go on the third line of the address field.

Right Side:

SSN:

Optional. A place to store the Employee's Social Security Number.

Gender:

Optional. You can select Male or Female from the predefined Simple Lookup Box.

Contact:

Phone, Alt. Phone, Mobile, Pager, Fax, Email, SMS Email:

Enter as many of the above as you need. The Alt Contacts Tab allows you to enter additional persons.

Is Active:

Use the checkbox to indicate currently active in your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

GPS Coordinates:

Latitude and Longitude:

Geographic coordinates used in various Mapping functions. For some functions such as Driving Directions and Technician Routing these are supplied automatically by Google™. However, for others, such as Route Assistant, the GeoCodes are required in the entry itself.

Get Coordinates:

Use this button to automatically insert the GPS Coordinates for both Latitude and Longitude, after you have entered complete information in the address fields.

Show in Map:

This button calls up a map powered by Google™ where you can verify that the address and its GPS Coordinates are working or just quickly get a view of where this set of GPS Coordinates is located.

 

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