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Info Tab |
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The Info Tab shows Personal, Spouse, Employment, Family, Financial and Survey information about this contact.
To the right of the Personal Tab there is a contact Lists Tab, this shows the contact list group if you have entered this contact into the contact list manager. See Contact List Manager.
The Custom Fields Tab shows any custom fields you created, thus allowing you to enter additional information about the contact. An example would be creating a custom field called Favorite Flower or Works-1st, 2nd or 3rd shift. These fields would then be the default fields shown when you open any contact record. See Custom Fields for directions on creating your own.
Notice the SSN field, the contacts Social Security Number has been hidden with Asterics ***-**-**** you have the option of turning this feture on or off in WorkCenter Setup options. See Security.
Note: The Custom Fields Tab will be fully available in a future version of WorkCenter.
