The Additional Info tab lets you add and view extra details on a client profile, such as tags, referral source, contact type, occupation, and partner information. This information can be used to filter reports, emails, and other functions.
From the sidebar navigation, click 
Contacts, then Contact List. Select the checkbox to the left of the contact, then select the edit button
to open the profile. Or from the Actions menu on the profile slideout, choose Edit Profile, then select the
Additional Info tab.
Sections:
Additional Info
User Codes
Partner
- (2) First: The first name of the contact's significant other
- (3) Last: The last name of the contact's significant other
- (4) Phone: The phone number of the contact's significant other
- (5) Email: The email address of the contact's significant other
- (6) Relationship: The relationship to the contact
- (7) Birthday: The birthday of the contact's significant other
Other
- (8) Contact Type 1: Use this field to group and specify the primary type of contact.
- (9) Contact Type 2: Use this field to group and specify a secondary type of contact.
- (10) Occupation: The contact's work title or job.
- (11) Referred By: The name of the person who referred this contact to you.
Choose from the list of previously created options by selecting the drop-down arrow
, type to enter a new option, or select the edit button
to edit existing entries.