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Know Your Client: Employment Information

One of the menu options under the Contact Overview menu that is accessible when within a contact record is the Know Your Client section of the contact record:

 

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After clicking Know Your Client, you'll then see the Know Your Client area for the contact and can begin filling in your applicable information for them.

Here, let's look at the Employment Information section of this page:

 

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If no data has been entered here, it will be blank as above.  To add data, just click the Edit button in the top right corner of this section.  You'll then see the below:

 

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There are several pieces of information you can track here:

  • Occupation — enter the contact's occupation here.  Note: this is not tied to their Job Title in their Basic Information section.
  • Occupation Start Date — manually enter a date or select from the Calendar to the right.
  • Gross Annual Income – manually enter.
  • Retirement Date — manually enter a date or select from the Calendar to the right.
Once you've completed and clicked Save Employment Info, this area might look like the below:

 

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Note that each of these fields is searchable from your Advanced Search page, with the exception of Gross Annual Income.

Note as well that you can create Custom Exports that include any or all of these fields.

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