Profiles

Profiles is a section of the Customer data entry form. Use this section to track additional customer information that is not entered anywhere else in AMS360. This information can then be used to create Target Lists in the Sales Center, or as merge fields in Form Letters.

The profile questions appearing in this section pre-fill based on what has been entered in Profile Question Setup.

 

To add a new customer, you must enter data in the required fields before you can save data in this section . More...

Key Fields

 

Type

From Profile Question Setup. Determines the type of business for which the question will appear.

 

Question

From Profile Question Setup. Cannot be changed in this section.

 

Answer

Use the hint in the field to determine the format required for the answer.

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