4,401
edits
Changes
no edit summary
Set of [[Custom Fields|custom fields]] grouped together into a specific transaction type and linked to a [[Role|role]]. For example, a candidate [[Role|role ]] may have a career type transaction. Multiple transaction records can be linked to a single contact in that [[Role|role]].
Personal transactions also represent items that the [[User|user]] maintains in their profile using the [[User Centric Interface|UCI]].
* The [[Administrator|administrator]] defines the transaction types.
* Examples of transaction types are education, work history, or publications history.
* Each transaction type supports [[Custom Fields|custom fields]], a list view [[Template|]]template, and the ability to control if the transaction type is available to the [[User|user]], via the UCI.* Each transaction type can be associated with one or more [[Role|roles ]] within the system.
* These transactions are also visible within the administrative interface for each contact.
* When a [[User|user ]] subscribes to a folder, their profile becomes searchable to all other [[User|users ]] subscribed to the folders.* The [[Administrator ]] defines the folders and associates the folders with each [[User Centric Interface|UCI]].* These folders are actually constructs from the [[SmartSimple ]] [[Applicant Tracking ]] system.
=Creating a Personal Transaction Type=
1. Click [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
