UserProfile(id, last_login, address, city, state, country, latitud, longitud, postal_code, place_id, password, first_name, last_name, full_name, type_document, identification, code, phone, cell, email, branch, group, user_status, is_staff, is_active_employee, start_date, is_superuser, is_admin, is_partner, is_customer, is_animal, id_user_isis, id_user_bitrix, observation, neighborhood, sex, birth, age_range, marital_status, activity, contact, user_photo, contact_media, counter, nrc, giro, custom_1, custom_2, custom_4, custom_5, custom_6, custom_boolean_field_1, tracking, sign, is_newsletter_unsubscribed, custom_date_1, custom_date_2, date_transaction, user_transaction, device_id)
Identification
| Field |
Description |
| Photo |
A profile picture |
| Nombre |
|
| Apellido |
|
| Documento de identidad |
Options:
- Id card
- Foreign identification document
- Tax identification
- Passport
- Social security number
- Card Identification
- Civil registration
- Driver licence
- Foreign identification document legal entity
- Foreign card
- Special permanence permit
- Unidentified adult
- Unidentified minor
|
| Número de identificación |
May contain letters. It is a unique number for each person registered in the system |
Contact
| Field |
Description |
| Phone |
When you click on the phones, Sofisis opens the dialing application to make calls from your mobile phone or if it is on a desktop computer, It calls from the 'softphone' that you have installed |
| Cell |
|
| Email |
This email is used to send invoices and reminders. Must be unique. It is required for users who have access to the system |
| Address |
The address field is integrated with Google Maps. When you select a site, the system saves the coordinates and stores the country and city in separate fields. Take a look at the heat map to find where your customers are concentrated |
| City |
|
|
País
|
|
|
¿Cómo se enteró de nosotros?
|
Channel through which customers find the company. Example: Website, television, internet, etc. |
| Observación |
|
More info
| Field |
Description |
|
Sucursal
|
|
| Es cliente |
The one who buys your products or services |
| Field |
Description |
| None |
Google maps place id |
| Field |
Description |
| Género |
Options:
|
| Fecha de nacimiento |
|
| Years old |
Is automatically calculate with birth date |
| Estado civil |
Options:
- -----
- Single
- Married
- Free union
- Widower
- Divorced
|
| Ocupación |
A job or profession |
Financial and tax information
To specify financial and tax information
| Field |
Description |
| Large taxpayer |
Select this option if you are qualified as a large taxpayer |
| Auto retainer |
Mark if nobody can retain part of the payment to him |
| Tax retainer |
In some countries the contributors must to retain part of the payment to your customers for tax advance of the customer. |
| Taxpayer |
Is responsible for reporting income to the Government ? |
| Simple taxation regime |
Select this option if you are part of the simple tax regime |
| Not responsible |
Select this option if you are not responsible for IVA |
| Person type |
Options:
Legal, if is a corporation incorporated as a society. Natural, if is a person. |
| Payment Method |
Options:
- --
- Instrumento no definido
- Crédito ACH
- Débito ACH
- Reversión débito de demanda ACH
- Reversión crédito de demanda ACH
- Crédito de demanda ACH
- Débito de demanda ACH
- Clearing Nacional o Regional
- Efectivo
- Reversión Crédito Ahorro
- Reversión Débito Ahorro
- Crédito Ahorro
- Débito Ahorro
- Bookentry Crédito
- Bookentry Débito
- Concentración de la demanda en efectivo / Desembolso Crédito (CCD)
- Concentración de la demanda en efectivo / Desembolso Débito (CCD)
- Crédito Pago negocio corporativo (CTP)
- Cheque
- Proyecto Bancario
- Proyecto bancario certificado
- Cheque Bancario
- Nota cambiaria esperando aceptación
- Cheque certificado
- Cheque Local
- Débito Pago Negocio Corporativo (CTP)
- Crédito Negocio Intercambio Corporativo (CTX)
- Débito Negocio Intercambio Corporativo (CTX)
- Transferencia Crédito
- Transferencia Débito
- Concentración Efectivo / Desembolso Crédito plus (CCD+)
- Concentración Efectivo / Desembolso Débito plus (CCD+)
- Pago y depósito pre acordado (PPD)
- Concentración efectivo ahorros / Desembolso Crédito (CCD)
- Concentración efectivo ahorros / Desembolso Dédito (CCD)
- Pago Negocio Corporativo Ahorros Crédito (CTP)
- Pago Negocio Corporativo Ahorros Débito (CTP)
- Crédito Intercambio Corporativo (CTX)
- Débito Intercambio Corporativo (CTX)
- Desembolso Crédito plus (CCD+)
- Consignación Bancaria
- Desembolso Débito plus (CCD+)
- Nota cambiaria
- Transferencia Crédito Bancario
- Transferencia Débito Interbancario
- Transferencia Débito Bancaria
- Tarjeta Crédito
- Tarjeta Débito
- Postgiro
- Telex estándar bancario francés
- Pago comercial urgente
- Pago Tesorería Urgente
- Nota promisoria
- Nota promisoria firmada por el acreedor
- Nota promisoria firmada por el acreedor, avalada por el banco
- Nota promisoria firmada por el acreedor, avalada por un tercero
- Nota promisoria firmada por el banco
- Nota promisoria firmada por un banco avalada por otro banco
- Nota promisoria firmada
- Nota promisoria firmada por un tercero avalada por un banco
- Retiro de nota por el por el acreedor
- Bonos
- Vales
- Retiro de nota por el por el acreedor sobre un banco
- Retiro de nota por el acreedor, avalada por otro banco
- Retiro de nota por el acreedor, sobre un banco avalada por un tercero
- Retiro de una nota por el acreedor sobre un tercero
- Retiro de una nota por el acreedor sobre un tercero avalada por un banco
- Nota Bancaria Transferible
- Cheque local trasferible
- Giro referenciado
- Giro urgente
- Giro formato abierto
- Método de pago solicitado no usado
- Clearing entre partners
- Acuerdo mutuo
Payment Method between the user and the company |
| Obliged to invoice electronically |
Does the user have the obligation to invoice electronically? |
| Package of electronic documents |
|
| Expiration Date |
|
User bank
To specify financial and tax information
| Field |
Description |
|
Bank
|
|
| Type bank account |
Options:
- ---------
- Savings account
- Current account
|
| Bank account number |
|
| Primary |
Default bank for transfers |
User files
Use for save any file
| Field |
Description |
| File |
|
| Description |
|
Contact
Personal references, partners or parents to contact in case of emergency
Actions
| Action |
Description |
| Send email content to users |
|
Profile
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