Adding a Profile Record

To add a new record to the Profile tab, follow the steps outlined below:

1. Click the Profile tab.

2. Click the AddButton button or press A on your keyboard. 

3. Type the First Name in the first field.

4. Press the Tab key to move to the Middle Initial field or with the mouse, point to the field and click.  Type the middle initial, if applicable. Continue pressing Tab to go from one field to another or click in the fields with the mouse and enter the information as you go. 

Note:  The fields that are required before you can save the Profile record are First Name, Last Name and the default fields that filled in with information when the Add button was clicked.

5. When you are ready to save the new record click the DoItButton button or press Ctrl + P.


Copying from existing records

Required Fields

Company Name validation

Adding Multiple Phone Numbers

Viewing Multiple Phone Numbers

Adding Multiple Email Addresses

Viewing Multiple Email Addresses

Phone Number verification


User Defined Fields

Drop Down List Fields