Enter Personal Interests

Explanation

This activity is used to view, modify, or enter information about personal interests.

Prerequisites

This activity has no prerequisites.

System Effects

A personal interest is created and is available for use in customer/contacts.

Window

CRM Basic Data

Related Window Descriptions

CRM Basic Data
CRM Basic Data/Personal Interests

Procedure

1. Open the CRM Basic Data window and click the Personal Interests tab.
2. Create a new record.
3. Enter the short code in the Interest ID field.
4. Enter description of the personal interest in the Description field.
5. Save the information.