People: Overview

This article will detail a general overview of the People View.

Click the "People" icon in your Firm Main Menu to be taken to the People view.

Show Columns
Click the "Gear Icon" and a Show Columns window will appear. 

Select which columns you would like to appear in your table.

The headers in the table can be rearranged by clicking & holding the header for 3 seconds. The held header will turn dark grey and then you can drag & drop.

Sort Columns
Sorted from Ascending to Descending Status (notice the arrow pointing up then down).

Please Note

• Clicking on Resume or LinkedIn icons will open the Resume file or LinkedIn profile in a new tab.
• Address and Compensation fields will each be combined into single columns for more convenient display.

Save Settings
Click the "Save View" and your selected settings will be saved as a default. The Save View will also save your Filter and Search selections

Save View Option #1

Save View Option #2
Click on the Search People button to expand the Filters list

Manage Views
Click on the blue Search People bar to manage your default views. This feature is a User-specific and does not apply to the entire firm.