A breakdown of the different sections of a person record
From responsible professionals to agents to directors to shareholders and so on, you can find all of your people records in the People tab of the Athennian database. In this article I will give you a breakdown of the different sections of a person record as well as what type of information is stored in each of these sections.
Contact
In the Contact section, you will find all of the contact information of the individual. You will therefore find fields such as a person's Name, Email, Phone Number(s), Occupation, Designation, Passport Number, Driver's License, Date of Birth, and so on (See Screenshot 1). If you would like to add notes to a person's profile, you can do so in this tab in the Notes field. You can also add tags to the person's record in this section for ease of reference when searching through the people records to find certain individuals.
Addresses
In the Addresses section, you will find a list of all of the addresses associated with the person's record. You can add as many addresses as you would like, update addresses through this section as well. To learn how to manage the people addresses, consult this help article.
Interests
In the Interests section, you will find a list of the affiliations this individual has with other entities as a Principal, Shareholder, Optionholder, Warrantholder, or Committee member. To learn how to bulk resign an individual across different entities from this section, consult this help article. To learn how to bulk appoint an individual across different entities from this section, consult this help article. To learn how to bulk appoint an individual across different entities from this section, consult this help article.
Associations
In the Associations section, you will find a list of all associations this person has to other entities as an agent, contact, etc.
Documents
In the Documents section, you will find a list of the documents associated with this invididual. To add documents to this section, simply click on the + New button and then choose one of the options to upload the document from.
History
In the History section, you will find a list of all of the changes made to this person's profile.
To learn how to create a person record in Athennian, consult this Athennian help article.
Screenshot 1:
