Applications Administration Guide > Contacts >

Creating a Profile for a Contact

A profile consists of information that is collected about a contact. This information can include a contact's expenditure approval, hobbies, education, and the name of the contact's spouse.

To create a profile

  1. Navigate to the Contacts screen > Contacts List > Profile view.
  2. Query for the contact.
  3. In the Profile form, complete the fields.
Applications Administration Guide