Use the Contact Profile page to view or edit additional contact identification information.
How Categories Affect the Details Page
In addition to the default fields, additional fields may appear based on the options you select on the Categories page and your access rights. These additional fields are called custom fields.
For example, if you select a category named Adjuster on the Categories page, and then return to the Details page, you may see fields that allow you to select the states in which the company is licensed, or the limits on payments that can be made on a claim without a supervisor's authorization. For a vendor, these fields are not relevant, so if you select Vendor on the Categories page, a different set of custom fields appear on the Details page, such as vendor type and payment method.
1.Search for a contact and open it. 2.In the left pane, click the Details page.  Contacts Details Page 3.View or edit the appropriate information. See the Details page field descriptions for more information.
Based on the selections that you made on the Categories page, additional blocks of text may appear on this page. Review this page and complete any new fields, especially required fields. You cannot save this record if any required fields are blank.
4.Select a save option. |
Details Page Field Descriptions
The tables below contain the default field information for person and company details. The fields that you see may vary based on your system settings, assigned rights, and the options you selected on the Categories page.
Field descriptions are listed in alphabetical order and may display in a different order in the application.
Field
|
Description
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Birthday
|
The contacts birthdate. You can enter this date manually, or click the Calendar icon next to the field to open the calendar and select the desired date.
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Company ID
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The numbering system that your organization uses to identify a company. This may be pre-defined or you can enter it manually.
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Drivers License
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The contact's driver's license number, including the state and the number, for example CA A5306279.
|
Employee ID
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The numbering system that your organization uses to identify an employee.
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Nickname/ Alias
|
The name that the contact prefers other than their legal first name.
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Social Security
|
The social security number for this person.
Important: Use the nnn-nn-nnnn format for the social security number.
|
Tax ID
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The tax identification number that applies to this company.
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