Profile: Additional Info tab
- From the sidebar navigation, click
Contacts, then Contact List. - Double-click on the desired contact, or select the checkbox to the left of the contact, then click
to open the profile. - Select the
Additional Info tab to open, then when finished, click
to save and close.
Additional Info Tab
User Codes Section
(1) Tag: Used to group the contact
Partner Section
- (2) First: The first name of the contact's spouse or significant other
- (3) Last: The last name of the contact's spouse or significant other
- (4) Phone: The phone number of the contact's spouse or significant other
- (5) Email: The email address of the contact's spouse or significant other
- (6) Relationship: The relationship to the contact
- (7) Birthday: The birthday of the contact's spouse or significant other
Other Section
- (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 that referred this contact to you.
Click
to choose from the list of previously created options, type to enter a new option, or click 
to edit existing entries.
Additional Information:
- Click
or 
in the section headers to collapse or expand the section.