Adding Contacts

When end users meet someone in the course of business, they add a contact record for that individual to track pertinent personal information and possible potential future business.

Note: The Personal Contacts List is different from the Contacts Lists because it is designed for contacts not associated with a company. Therefore, in the Personal Contacts List, adding a company to a record does not also add it to the My Contacts view, All Contacts view, and so on. End users must add business contacts in one of the Contacts List views proper. They must create, review, and manage activities for their personal contacts only in the Activities view of the Personal Contacts List view, not in the other Contacts views.

To add a contact

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts form, click the show more button, add a record, and complete the necessary fields.

3. To specify a privacy level, drill down on the contact name link, scroll down to the Privacy Option field, and select one of the following:

   • Opt-In. Sharing of nonpublic personal information is allowed without restrictions.

   • Opt-Out - Affiliates. Sharing of nonpublic personal information with affiliates is not allowed.

   • Opt-Out - Third Party. Sharing of nonpublic personal information with third parties is not allowed.

   • Opt-Out - All Parties. Sharing of nonpublic personal information with any affiliate or third party is not allowed.

United States law requires that financial institutions disclose their privacy policies regarding the sharing of nonpublic personal information with third parties, and fair credit reporting, that impacts the sharing of nonpublic personal information with affiliates. End users can specify a privacy level by making a selection from the Privacy Option field.

The Privacy Option field is for registering the privacy level requested by the contact; it does not impact record visibility in any way.