Add a Profile’s Partner Information

Add a Profile’s Partner Information

If the Profile is married, you can include their Partner’s name and contact information on the main Profile record. You do not have to create a separate Profile record for the Partner (although you can if necessary).

Note: You do not need to re-enter the address information or home phone number for the Partner. FIMS will automatically use the address and phone number from the Profile 1 tab.

1. In the Profile Management module, make sure that the desired Profile record is open (or select it from the Profile Data Grid), and then click the Profile 2 tab.

2. Click the Partner radio button on the lower right-hand side of the tab.

Partner Fields

Note: The fields in this section are almost identical to the main Profile fields on the Profile 1 tab except that they apply to the Profile’s Partner.

3. Enter the Partner’s name information.

4. Enter the Partner’s Work phone number (if available).

5. If the Partner has a cellular phone, click the Other Phone Numbers button (looks like a telephone) next to the Work phone field and select Cellular. You can then enter the Partner’s cellular phone number.

6. Enter the Partner Email address.

7. Enter the Partner Nickname (if any).

8. Click the Save button on the toolbar.