Individual Personal Identification Fields

From the View Contact Screen, click on the Personal Identification Bar

Topic Overview

Because smaller screens don't lend themselves to high numbers of fields, some of the fields, such as Additional Name Types, Employer Name, and Risk Tolerance are in their own expansion sections.

Click To Expand or Collapse
Personal Information Expanded on 10 Inch Tablet

Editing Personal Information

Click to Expand or Collapse
Personal ID Info on Typical Phone

See Also


When filling in a new contact, these sections will open automatically..