You use the Personal Information dialog box to add or change workplace and credit card information that the system uses on certain kinds of records.
Note: Depending on the rights assigned to you by your system administrator, you may not have access to this dialog box.
From the tool bar, click Profile and select Personal Information.
In the Personal Information dialog box, edit the following fields as needed:
Primary
Phone - List the phone number or numbers you can be reached at.
To list multiple phone numbers, click Show/Manage Values and add rows in the dialog box that opens. Specify the Type, for example Home or Work, and
select the Primary check box for
the number you can best be reached at.
If the Primary Phone
field contains more than one phone number, it becomes read-only and you
must click Show/Manage Values to see all of them or edit
the field.
Primary
E-mail
- List your e-mail
address or addresses. To list multiple addresses, click Show/Manage Values
and add rows in the dialog box that opens. Specify the
Type, for example Home or Work,
and select the Primary check box
for the address you can best be reached at.
If the Primary E-mail
field contains more than one address, it becomes read-only and you must
click Show/Manage Values to see all of them or edit the
field.
Primary
SMS - List your short message service address or addresses for
receiving short text messages. To list multiple addresses, click Show/Manage
Values and add rows in the dialog box that opens. Specify
the Type, and select the Is this the Primary SMS Address check
box for the address you can best be reached at.
If the Primary SMS
field contains more than one address, it becomes read-only and you must
click Show/Manage Values to see all of them or edit the
field.
Person's Site - Click Select Value to select the site where you work.
Person's Location - The specific location where you work may be part of your company's location structure. Click Select Value to select from a list.
Ship to Address - If you specified a site in the Person's Site field, click Select Value to select the appropriate shipping address.
Drop Point - You can enter a drop point, if appropriate.
Card # - If you have a company credit card, you can enter its number here.
Card Type - Click the drop down button to select from a list.
Verification Value - Enter the three- or four-digit code on the credit card.
Expiration Date - Enter the date on which the card expires.
Click OK.