You can enter the profile of your contacts to specify detailed information about them. You can enter all the characteristics that can help you improve your business relationships with your contacts.
Open the Contact Card window.
Find the relevant contact and click Contact, Profiles. The Contact Profile Answers window appears.
The program only displays the relevant profile questionnaires for the contact. For example, if the contact is a company, the program does not display the questionnaires assigned to contact persons.
Click the AssistButton to the right of the Profile Questionnaire Code field to see the profile questionnaires. Select the questionnaire that you want to apply to the contact and click OK.
The Contact Profile Answers window contains a list of questions and answers.
Place a check mark in the relevant Answer fields for each question. For Help about a specific field, click the field and press F1.
The program automatically enters the answers on the lines of the contact card.
Setting Up Profile Questionnaires
Updating Profile Questionnaires
The Automatic Classification of Contacts