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Know Your Client — Employments

One of the sections within the Know Your Client area accessible from a contact's left navigation menu . . .

 . . . is the Employments section,  accessible by clicking "Professional Contacts" on the left-hand side of this section: 

To add any information here, click the Add button in the top right corner of the section. You'd then see the below: 

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 that appears when you click inside that field.
  • Gross Annual Income – manually enter.
  • Retirement Date — manually enter a date or select from the Calendar that appears when you click inside that field.
Once you've completed and clicked Add Employment, this area might look like our example above. 

You can add additional Employments using the method discussed above. Also, you can edit or delete existing Employments using the Actions icon to the left of the Occupation Name.  

Note that each of these fields is searchable from your Advanced Search page.

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

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