Personal link properties
"Infront Advisory Solution consulting process" module or "People management" module
In this dialog box, you define the link properties of the person linked to a holder (or another custody account object).
The properties of the person link in detail:
Field | Description |
---|---|
Linked person | Name of the person to whom the owner or interested party is linked. |
Select person | Select this button to determine the linked person. Read more about this in the section Manage people. |
Contract number | Enter the contract number here. |
Link type | Select the type of link between the owner or interested party and the linked person from the list.
|
Valid from | Enter the date from which the person link should be valid. |
Valid until | Enter the date until which the person link should be valid. |
Remark | You can enter any text here. |
Postbox export | If you have licensed a postbox (internal and/or external postbox) and have also activated the uploading of documents to a postbox in the person properties, you can decide here whether the postbox upload should also apply to this person link and thus override the setting in the person properties if necessary. This checkbox is initially activated by default. |