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Know Your Client: Personal Interests

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 Personal Interests 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:

 

editpi.png

 

Personal Interests must have been added to your database as options prior to being available here.  If you click the arrow at the far end of the box where it says "Start typing..." you'll see all available Personal Interests within your database and can click one to select it.  Or, you can begin typing a Personal Interest and any that are available and match what you are typing will be available for selection.  After making your selection, simply click Add Contact Interest.  The Edit Personal Interests box will remain open, allowing you to make additional selections if desired.  Otherwise you can click the X in the top right corner of the box to close this out.  This area might then look similar to the below: 


pi3.png

 

After adding a Personal Interest, if at any time you want to delete it from a contact's record, you can hover over it here and you'll see a little icon to its left:

 

deletepi.png

If you click this, you'll get a popup asking if you want to delete.  If you answer in the affirmative, it will remove the Personal Interest from the contact.

Personal Interests is a searchable field from your Advanced Search page.

Also, there is a Personal Interests Report accessible from the Reports menu on your Advanced Search page.

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