The Special Interests screen displays on the Demographics tab, as shown below.
The Special Interests screen maintains information about a customer’s specialty or special interest categories.
To add special interests:
1. From
the Demographics task category, click Special Interests.
The Special Interests screen displays on the Demographics tab, as shown
below.
2. Click Add.
3. Select the Specialty from the drop-down menu. For example, Management, Medicine, Public Speaking, or Technology.
4. Select the Specialty Status from the drop-down menu. For example, Expert or Novice.
5. If necessary, change the Recorded date from the drop-down menu.
6. Enter any Comments.
7. Click Save.