Types of persons

The Types of persons code list divides the persons in the address book - for example into suppliers, customers, employees and authorities. Top-level person types are also shown in the address book menu, and rules for documents can make decisions based on the person type.

You find person types in the menu Other → Code lists → Types of persons. For a type you enter:

• “Name”, “Identifier” and “Superior person type”
• “Sequence” - in the menu and in lists
• “The default type for new people in the address book” and “Default type for new employees” - only one type can be the default at a time
• “The type of person contains natural persons by default” - for a new person of this type, “Natural person” will be ticked
• “Create labels automatically for persons of this type” - each person of this type gets their own label under the “Persons” label

When you delete a type, its persons get the default person type and the rules for documents lose this type. So before deleting a type, you check the rules that use it.

• Address book
• Types of relationships