, and then selecting the date on the calendar that appears.Use People to set up new team members, customers, and vendors. This is one of several screens where you can create customers and vendors. You can use this screen or you can use Customer, Vendor, or Company.
Select Administration | People. Person appears.
In First Name, type the first name of the person.
In Middle, type the middle name of the person.
In Last Name, type the last name of the person.
In Preferred Name, type the name that the person prefers to be called. For example, a person named Robert may prefer being known as Bob.
In Personal Title, type the person’s title.
In Suffix, type the suffix that the person prefers. For example, “Sr” for Senior, “Jr” for Junior, and so on.
In ID, type a unique identifier for the person. You may want to create a numbering scheme, an alphanumeric system, or use the person’s initials.
In Job Title, type the person’s job title. For example, CEO, Controller, Superintendent, and so on.
Click to select the Active check box if you want to make the person available as a resource in the System.
Click Save to save the person. This sets various buttons and areas of this screen to enabled.
Click Create User if you want to give the person access to sign in to Beyond Software. When you do this, User appears so that you can set up the person as a user and assign a user name, password, and permissions for the user to the system. You can also open Users from Administration | Users. For more information about these tasks, see Users.
Address area
In Line 1, type the suite number or the name and number of the person’s street location.
In Line 2, type the person’s post office box number. Or, if you specified a suite number in Line 1, type the name and number of the person’s street location.
In City, type the city or municipality where the person is located.
In State, type the two-letter abbreviation for the state where the person is located.
In Zip Code, type the five-digit or Zip Code +4 digit code where the person is located.
In Country, type the three-letter country or region abbreviation.
In Phone, type the area code, telephone number, and extension for the person.
In Fax, type the person’s area code, fax number, and extension number.
In Email, type the email address that you want to use as the person’s main email address.
If you click More Addresses, Addresses appears and you may specify additional addresses for the person. This is typically helpful for people that have multiple locations, possibly home and work addresses.
If you click More Phone Numbers, Phone Numbers appears and you may specify additional telephone numbers for the person. This is helpful for people that have an office number and a cell phone number.
If you click More Email Addresses, Email Addresses appears and you may specify additional email addresses for the person. This is helpful for contacts who have individual/personal email addresses that they want you to use.
Click to select the Team Member check box if you want to set the person up as a team member. After you select this check box, you must click Save to enable the additional boxes that go together with Team Member.
Specify the first day of employment in Employment Date. You can also select a date by clicking Calendar , and then selecting the date on the calendar that appears.
Select the current employment status in the Work Status field for the person. Valid choices include the following:
Active
Deceased
Laid-Off
LOA (Leave of Absence)
Other
Retired
Terminated
If the team member was terminated, specify the last day of employment in Termination Date. You can also select a date by clicking Calendar, and then selecting the date on the calendar that appears.
Specify the person’s team leader in Team Leader. You can also create a new team leader by using the Quick Add feature. For more information, see Quick Add. The team leader is the person who will approve the team member’s timesheets and expense reports.
Subcontractor area
Click to select the Subcontractor check box if you want to set the person up as a subcontractor.
Specify the first day of employment in Employment Date. You can also select a date by clicking Calendar, and then selecting the date on the calendar that appears.
Specify the person’s team leader in Team Leader. You can also create a new team leader by using the Quick Add feature.
If the team member was terminated, specify the last day of employment in Termination Date. You can also select a date by clicking Calendar, and then selecting the date on the calendar that appears.
Resource/Vendor/Customer area
Locate the company that you want to associate with the person in Internal Company Name.
If the person will create timesheets for this company, click 
under Team Rsrc. Resource appears.
Change any information about this person. Then, click Save and then Close 
in the upper-right corner to close the screen. The sign changes to 
.
To associate the person with a customer, click under Customer. Customer appears. If you need to, change information about the person. Then, click Save to save, and close the Customer screen. Company reappears. Notice that the is replaced by .
If the person will create expense reports, associate the person with a vendor. To do this, click under Vendor. Vendor appears. If you need to, change information about the person and then click Save. Close the Vendor screen. Company reappears. Notice that the is replaced by .
Types area
If your company classifies “types” of companies, customers, or vendors; a list appears in this area and you can click to select the check box for the appropriate type. Define types in Company and People Types. You can select more than one type.
Companies area
Use the Companies area to associate a company with a person. Contact and Person are used interchangeably to refer to people who you set up in the System.
Click Add Line to associate a company with this person. Company Lookup appears. Select a company from the list and then click OK. Company Lookup is closed and the company name appears in the list.
Note: If you want to create a new company, click New in Company Lookup. Company appears. Create a new company, click Save, and then click OK. Company and Company Lookup are closed, and the new company appears in the list.
To remove a company from this person, use the pointer to put the focus on the company that you want to remove, and then click Remove Line 
. Click Yes to answer the following confirmation message: Are you sure you want to remove the selected item from the list of Company?
To save the person and exit Person, Save and then click Close in the upper-right corner.
A: Depending on which screen that you are using, it is more natural for users to refer to a person as a Company Contact. This means that the person is a contact in a company. At other times, it is more natural to refer to multiple persons as people in a company. Therefore, the terms are used interchangeably throughout the System.
A: You must first save the company. Then, these buttons and areas will be enabled.