Managing Contact Information (End User)

Contacts are entities or individuals with whom the company currently does business with or with whom it expects to do business with in the future. End users manage contact information by:

• Adding new contacts. See Adding Contacts.

• Creating contact categories and notes. See Creating Categories for Contact Information and Creating Notes About Contacts.

• Adding a contact to a literature distribution list. See Adding Contacts to a Literature Distribution.

• Setting a contact’s access level. See Contact Access Level.

• Setting a contact’s securities interest. See Entering Securities Interest for Contacts.

• Viewing a contact’s transaction history. See Viewing a Contact’s Transaction History

• Managing contact referral information. See Managing Contact Referral Information.