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- Forename
- Surname
- Title
- Sex
- Date of Birth – Selecting this field will open a calendar date selector.
- Telephone number
- Mobile number
- Email address
- Allowed Contact Methods – A search bar is available at the bottom of the menu. Once you have added a contact method, you can select the X next to it to remove it again.
- Preferred Contact Method – A search bar is available at the top of the menu. You will be shown an error message if you try to save the record with a contact method in this field that has not been named as an Allowed Contact Method.
- Risk band
- Address – Four fields are available to enter the address.
- Postcode
- National Insurance (NI) Number
- Next of Kin Details
- Site – A search bar is available at the top of the menu.
- Opportunity – You can use the drop-down menu to choose from the available Opportunities. A search bar is available at the top of the menu.
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