The Personal Info screen contains demographic information, such as birthdays and anniversaries for the customer and co-customer.

Fields

·      Anniversary - Enter the day, month and current year to be reminded when the anniversary expires

·      Birthday – Date of birth.

·      Spouse B-Day – Spouse’s date of birth.

·      Ages – Current ages of customer and spouse

·      Marital Status – Marital status

·      Other Phones – Alternate phone number and e-mail for the spouse

·      Spouse – Use this field for the spouse’s name. You can also use the field under the main customer screen for the spouse.

·      Occupation – Spouse’s occupation

·      Employer – Spouse’s employer

·      Children’s Birthdays – Enter the first names only and each child’s date of birth.