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Contract Cust Info

Contract Cust Info​

  1. Cust Info Tab
-- Current Information Grid –-​
  • Name – Prospect Name. This field automatically fills in from the prospect file and can be edited. Changes made in this field do not update the prospect file.
  • SSN – Prospect Social Security Number. This field automatically fills in from the prospect file and can be edited here. Changes made here do not update the prospect file.
  • Driver License – Prospect Driver License Number.
  • Birthday – Prospect Birthday.
  • Address 1 – Prospect Address line 1. This field automatically fills in from the prospect file and can be edited. Changes made in this field do not update the prospect file.
  • Address 2 – Prospect Address line 2. This field automatically fills in from the prospect file and can be edited. Changes made in this field do not update the prospect file.
  • Address 3 – Prospect Address line 3. This field automatically fills in from the prospect file and can be edited. Changes made in this field do not update the prospect file.
  • City – Prospect City. This field automatically fills in from the prospect file and can be edited. Changes made in this field do not update the prospect file.
  • State – Prospect State. This field automatically fills in from the prospect file and can be edited. Changes made in this field do not update the prospect file.
  • Zip – Prospect Postal/Zip Code. This field automatically fills in from the prospect file and can be edited. Changes made in this field do not update the prospect file.
  • Home Phone – Prospect Home Phone number. This field automatically fills in from the prospect file and can be edited. Changes made to this field do not update the prospect file.
  • Work Phone – Prospect Work Phone number. This field automatically fills in from the prospect file and can be edited. Changes made to this field do not update the prospect file.
  • Cell Phone – Prospect Cell Phone number. *** In 80N, this field automatically fills in only when prospect is associated with a customer for whom a Cell Phone number was defined. Although the cell number does come over to PS as Mobile number, it does not populate this field ***
  • Years Lived Here – Enter the number of years the prospect has lived at current address.
  • Email – Prospect Email. This field automatically fills in from the prospect file and can be edited. Changes made to this field do not update the prospect file.
-- Current Employer Information Grid –-​

This grid is for information regarding the prospect’s current employer

  • Name – Enter the employer Name
  • Address 1 – Enter employer Address line 1.
  • Address 2 – Enter employer Address line 2 or leave blank.
  • Address 3 – Enter employer Address line 3 or leave blank.
  • City – Enter employer City.
  • State – Enter employer State
  • Zip – Enter employer Postal/Zip Code.
  • Phone – Enter employer Phone number.
  • Income – Enter employee/prospect’s income.
  • Years Employed – Enter the number of years employee/prospect has worked for current employer.
-- Prior Information Grid –-​

This grid is for the prospect’s prior address information.

  • Address 1 – Enter Address line 1 for prospect’s prior address.
  • Address 2 – Enter Address line 2 for prospect’s prior address.
  • Address 3 – Enter Address line 3 for prospect’s prior address.
  • City – Enter City for prospect’s prior address.
  • State – Enter State for prospect’s prior address.
  • Zip – Enter Postal/Zip Code for prospect’s prior address.
  • Home Phone – Enter home phone from prospect’s prior address.
  • Work Phone – Enter work phone from prospect’s prior work place.
  • Cell Phone – Enter prospect’s prior cell phone number, if applicable.
  • Years Lived Here – Enter the number of years the prospect lived at prior address.
-- Prior Employer Information Grid –-​

This grid is for information regarding prospect’s prior employer.

  • Name – Enter the employer Name
  • Address 1 – Enter employer Address line 1.
  • Address 2 – Enter employer Address line 2 or leave blank.
  • Address 3 – Enter employer Address line 3 or leave blank.
  • City – Enter employer City.
  • State – Enter employer State
  • Zip – Enter employer Postal/Zip Code.
  • Phone – Enter employer Phone number.
  • Income – Enter employee/prospect’s income.
  • Years Employed – Enter the number of years employee/prospect worked for prior employer.