Defining a Hobby/Interest

The Client Interests/Hobbies window allows you to define hobbies and interests so that you can accurately record a client's interests.


  1. Select Data > Clients > Client Interests/Hobbies.

The Client Interests/Hobbies window displays.

  1. Click New.
  2. In the Client Interest/Hobby field, type the name of the interest/hobby.
  3. Click Save.

 

Entering Hobbies & Interests