Person Page

When clicking the name of an individual/entity on the people page, it will take you to a page with all related details.

The left panel with navigate you to details related to the individual/entity.

From the "Individual/Entity Details" section, you can view and/or edit:

  1. General Information

  2. Addresses

  3. Contact Information

  4. CRM

  5. Internal Information

  6. Confido Legal Integration Information

Balance section can be used to take and view payments related to the individual/entity.

Notes section can be used to take and view notes related to the individual/entity.

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