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Person record overview (details, timeline, etc)

The Person Record gives you access to basic information about the customer and links to related information.

![Person record](./assets/images/Screen Shot 2018-02-14 at 10.44.39.png)

The ribbon at the top of the Person Record will display:

  • Name: The name of the customer.
  • Created: The date and time that the Person Record was created.
  • Last updated: The date and time on which the Person Record was last updated.
  • Address: The primary address associated with the Person Record.

You will also be able to view:

  • Details: The key Person Record details.
  • Timeline: A history of changes to the Person Record.
  • Cases: Any Cases associated with the Person Record.
  • Notes: Any Notes recorded against the Person Record.