Contact Information

This tab contains the primary details pertaining to a contact at the time of creation. It has six panels which have been described below along with their fields.

Contact Summary

This panel allows you to capture the basic details of a contact.

In the above panel, the following are system-generated fields:

• Contact Id
• Assigned To
• Created Time
• Created By
• Modified Time

The system will auto-fill these details based on your login details and the time.

Expertise Information

This panel allows you to capture the expertise information of the contact.

Investor Portal Information

This panel allows you to define the language preference of the contact for the Investor Portal.

Relationship Information

This panel allows you to capture the information of relationship manager of the contact.

Description Information

This panel allows you to capture any additional information about the contact in the description.

Address Information

This panel allows you to enter primary mailing address as well as alternate address of the contact.