how to modify contact input

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  • Start date Start date
G

Guest

I am in the financial services business. I want to use Outlook to capture my
client basic contact and some personal info like family memeber
names,birthdates, spouse employment, etc. I can add Field but they do not
show up on the input form unless I am missing something. I am not an expert
by any means but I don't have any trouble once I get some direction. Please
advise.
 
MikeH said:
I am in the financial services business. I want to use Outlook to
capture my client basic contact and some personal info like family
memeber names,birthdates, spouse employment, etc. I can add Field but
they do not show up on the input form unless I am missing something.
I am not an expert by any means but I don't have any trouble once I
get some direction. Please advise.
Click to expand...

The "spouse's name", "birthday", "profession", and "children's names" fields
are available to you already. Open the contact record, click the "All
Fields" tab and select "Personal fields" in the "Select from" drop-down to
see the various fields contaiing personal information for a contact.
 
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