People > Working with a Person's details > Viewing Firm Member Details

Viewing Firm Member Details

Fewer details are available in the Person records for Firm Members than in the records for Contacts. This is for system performance and, more importantly, security reasons. In particular:

The Notes > My Notes and All People Notes views are available only if one or more Notes have been directly assigned to that Firm Member—and, in that case, only those particular Notes are shown.
The Relationships > Group, Related People, and Referrals views are available.