E-Broker 5.0 Help

Member Hobbies

Member Hobbies

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Member Hobbies

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Productivity Tip

Please remember that in this section and all of the Member Information screens - More is More - the more you collect and store, the more you are going to be able to do with the client.

 

Member Hobbies

1.The Hobbies screen is accessed from Member Details
2.Here you can add multiple lines depending on how many hobbies the client has.
3.You will see a tick in the left hand end of the Karting line. The reason for this is that we only have space for one of these items on the Conversation Screen, so we tick here which is the most important. We use this ticking principle in a number of screens for Member Information - goals, health issues etc...
4.See the Lookups link below if you need to add a new hobby.

 

See Also: Lookups