Main page → Your dashboard → Dashboard People
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<aside> 💡 Never add new people into the “People” views. Always add them into a business. The business the person is in then determines if that person is a client, supplier, or something else. If you don’t want to create new businesses for each person, make a general business, eg: “All clients”, then add them all to there.
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Most of the views in People on the dashboard are based on the “Relationship” property of the business those people are in. If you add someone to People instead of to the staff of a business, then they’ll disappear from where you added them, and appear in the view “Others”. Apart from this, “Archived”, “Birthdays”, and the staff views, all of the remaining views are the same except for the business they’re related to.
To understand what one of the columns are about, see Properties in People
Anyone who has a birthday coming up in less than 7 days will show here. It doesn’t matter if they’re staff, clients, suppliers, or anything else.
All of the people who are staff for businesses in the Business view “Us”.
Like staff, but laid out as a gallery. Photos or pictures are shown based on what has been added to their “Photo” property.
This view shows: Their Name, or Preferred name if they’ve used one, their Role, and their Department.
Everyone who is in a business with the Relationship “Other”, as well as everyone who is not related to any Business.
Everyone, including staff, who have been archived. People can be archived directly using their Status, or indirectly because the business they work for has been archived.
These views are all the same except for the Relationship option in the Business they are working for.