Adding, Editing and Deleting Persons

Learn about info areas to add, delete and edit persons in Aurea CRM.

When creating, deleting and editing person records, KP and CP/PE are maintained in parallel automatically, which means:

This action ...	... causes the following
Adding a KP	Adds a CP and PE
Adding a PE	Just adds the PE
Linking a PE with a FI using a CP	KP view available
Changing field values in CP or PE	Changes are reflected in KP (KP provides a view of the fields in CP and PE).
Changing field values in KP	Changes are reflected in CP and PE.
PE with one CP: Deleting the CP	PE is retained.
PE with one CP: Deleting the KP	PE is deleted as well.
PE with more than one CP: Deleting one of the KPs	PE is retained.
PE with more than one CP: Deleting an FI to which one of the CPs is linked	PE is retained.
PE with one CP: Deleting the FI to which the CP is linked	PE is deleted as well. Note: Enable the No deletion of Person records when a Company is deleted configuration entry (Data Model category) to prevent this behavior, see Data Model.