You can add additional contact information for an existing lead, prospect or customer. Unlike contact information that is managed in Microsoft Outlook, FI Works shares this information with anyone who accesses a profile.
This information can include additional phone numbers and email addresses for existing leads, prospects or customers. You may also add contact information for additional people or businesses that are related to the lead, prospect, or customer.
Additional contact information is not stored on your institution's customer information system (CIF). This feature is not intended to replace your CIF. Please refer to your bank’s guidelines to understand how to use this feature.
- To add an additional contact for a customer or prospect, search for the customer or prospect and click the appropriate link on the Search Results screen.
- Once the profile is displayed, click on the Add an Additional Contact button in the Contacts section of the profile screen.
- Choose the type of contact. If you choose business, fields for the company name and title are shown.
- Enter the contact information. When entering fields that have an arrow, you make enter the first few characters of data or click on the arrow to select from a list.
- When you are finished entering data, click Save.