1. Personnel Overview

Personnel represents the basic information for each employee in the company. These records synchronize in real time from the Org Structure-managed employee data. Personnel base data in the CRM cannot be modified.

2. Example Business Use Cases

• The Personnel object’s Attributes can be customized and support all custom field types.

• Process filter criteria can use Personnel Attributes to set filters.

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• Process post-actions can use Personnel Attributes as variables when sending notifications.

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• Formula/Calculated fields can perform calculations using Personnel Attributes.

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• Default values can reference Personnel Attributes.

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• Print templates can include Personnel Attributes as template variables (for example: mobile phone number).

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3. Detailed Description of Personnel

3.1 Personnel Details

3.1.1 Preset Views for Personnel

• All: shows all records. You can create and manage custom views.

3.1.2 Personnel Record Types

• All

3.2 Personnel Business Operations

3.2.1 Create

The Personnel object does not support record creation.

3.2.2 Edit

You can only edit custom fields on Personnel records. Data synchronized from the Org Structure cannot be modified.

3.2.3 Import

The system supports update imports but does not support create imports, because the Personnel object does not allow record creation.

3.2.4 Lock

Users with lock permission can lock a record. Once locked, custom fields cannot be modified.

3.2.5 Unlock

Users with unlock permission can unlock a record. After unlocking, users with edit permission can modify the record.

3.2.6 Export

You can export all records within your visible scope.

3.3 Common Personnel Operations

• See List Common Actions for frequently used list-page operations: http://help.fxiaoke.com/2615/3eab/856c/76b1
• Add Sales Record: http://help.fxiaoke.com/2615/3eab/856c/4bc2
• Common business actions — such as change owner, add Related Teams members, print, import, export, edit, void, delete — are described in Common Business Actions: http://help.fxiaoke.com/2615/3eab/856c/863a
• Collaboration-related actions — such as forward, Calendar, reminders, call, and email — are also covered in Common Business Actions: http://help.fxiaoke.com/2615/3eab/856c/863a