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