ClientManagerBlazor · extracted from source, not guessed

Person Entity Field Reference

Every tab and field on the Person detail view at cmblazor.reyesco.com/people. Pulled directly from the real .razor components.

15 tabs
20+ panels/sub-grids
80+ fields

Click a tab below (or the ▸ arrow) to expand it and see its fields.

Person

An individual contact record - client, staff, vendor contact, or anyone else. Distinct from Employee (internal staff) and Communication (their message history, its own tab here).

The tab order below is the default, and includes a real Communications tab that's missing from the hand-maintained tab catalog - a confirmed drift, not intentional. An administrative user can reorganize or reorder these tabs per site.

01PersonThe base record — identity, primary address, and reference classifications.
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Person
First Name* / Last Name* / Display Name*The person's name.Required
Name Prefix / Suffix / Middle NameMr./Ms./Jr./etc.Editable
Main Phone / Mobile Phone / Alt PhoneContact numbers — masked with the site's chosen format when this person's own Country is USA, free-text otherwise.Editable
Main EmailPrimary email address. Validated as a real email format if entered — not required.Editable
Client Portal AccessShows whether this person has portal access yet; if not, a "Create Portal Access" action sends a set-your-password email.Read-only / Action

Primary Address
Address / City / State / Postal CodeThe person's address.Editable
CountryOnly used to decide whether a masked phone format applies — deliberately separate from Citizenship Country below.Editable
Time ZoneThe time zone this person is in.Editable
MapA read-only map preview generated from the address.Read-only

Reference Lookups
Marital Status / Gender / Ethnicity / Complexion / RaceDemographic classifications.Editable
Preferred Contact MethodHow this person prefers to be reached.Editable

Additional Information
Date of BirthBirth date — also drives the Important Dates tab if a birthday reminder is added.Editable
NotesFree-text notes on the record itself.Editable
Federal Tax No / State Tax No / Other Tax NoTax identifiers, when relevant (e.g. a 1099 vendor contact).Editable
Height / WeightPhysical description fields.Editable
Account IDA numeric reference into an external accounting/billing system, if this person has one.Editable
Opt Out Email / Opt Out MailingCommunication preferences.Editable
Source Lead / Citizenship CountryWhere this person originated as a lead, and their citizenship — a historical/biographical fact, deliberately excluded from the site's Default Country pre-fill logic.Editable

Audit Details

Collapsed by default.
Created By / Created Date / Modified By / Modified DateSystem-tracked record history.Read-only

02Custom FieldsSite-configured text, date, checkbox, and choice fields.
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Custom Text Fields / Custom Dates / Custom Checkboxes / Custom Choice FieldsFour independent, site-configured field sets, each with its own Save. If a site hasn't configured any of a given type, that section says so.Editable
03NotesNotes logged against the person, editable only by their author.
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Description*A short summary for the note.Required
NotesThe full note text.Editable
04CommunicationsEmails/SMS logged with this person — see the Communication entity reference for full field detail.
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Description, Type, Subject, DateEvery communication involving this person — click one to open its own full editor.Editable
05AttachmentsFiles uploaded and stored against this person.
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Type / Description / Notes / FilesUpload one or more files with shared metadata.Editable
06RelationshipsLinks this person to another contact — add/delete only, no in-place edit.
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Contact* / Relationship*Who they're related to, and how.Required
NotesContext about the relationship.Editable
07CredentialsLicenses, certifications, or other credentials on file.
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Type* / Info*What the credential is.Required
Valid From / Expiration DateThe credential's validity window.Editable
NotesAdditional detail.Editable
08Work HistoryPrior employment on record for this person.
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Job Title* / Company Name*The role and employer.Required
Start Month* / Start Year* / End Month / End YearEmployment dates.Required
Current JobMarks this as their present job.Editable
City / State / CountryWhere the job was located — a historical fact, not tied to the site's Default Country.Editable
09EducationSchools attended, on record for this person.
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Type / Institution NameThe kind of school and its name — neither is required.Editable
City / State / Postal Code / CountryWhere the school was located.Editable
From Year / To Year / Currently EnrolledAttendance dates.Editable
10TrainingTraining completed, on record for this person.
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Category / Start Date / End DateWhat training and when — not required.Editable
NotesAdditional detail.Editable
11SkillsSkills on record for this person.
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Skill*The skill itself.Required
Proficiency / Last UsedHow proficient and how recently used.Editable
12LanguagesLanguages this person speaks/writes/reads, at what level.
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Language*The language itself.Required
Speak / Write / Read ProficiencySeparate proficiency ratings for each skill type.Editable
13Military ServiceMilitary service on record for this person.
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Branch / Date Entered / Date ReleasedService branch and dates — not required.Editable
Service Number / NotesAdditional detail.Editable
14PictureThis person's profile picture — saves immediately, no separate Save button.
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Upload PictureUpload a real photo (max 5MB) — saves on upload.Editable
Choose a default imageThree preset avatars (Male/Female/Neutral) — click to apply immediately.Editable
DescriptionA caption for the picture.Editable
Delete PictureRemoves the current picture, if one exists.Action
15Important DatesBirthdays, anniversaries, and other dates worth tracking — see the Track Important Dates guide.
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Type* / Date* / NotesThe date being tracked.Required