Specify the Role Type

Role Type

Choose Employee or Director from the drop-down list of available Personnel Types

Tick if this is the Person Acting.

Untick if this person is not an Active salesperson. This flag is used in reports and can be used to group Salespeople when writing scripts.

Enter the Title and Full Name.

Choose Male or Female, where known.

Select the ClientId, if the person is already a finPOWER Connect Client.

Icon	Description
	Opens the List of available Clients
	Opens the Client Search (or Client List if that is what is defined under User Preferences)
	Open the Client form for the selected Client
	To Add a new Client record

If you have the correct Client selected on any other open form, you can right-click in the Client field and paste the Client's details here

Enter the dates the person began and, if applicable, finished working for the External Party.

Enter the person's Occupation

This list is defined by the Occupation Information List.

Enter the person's Job Title

This list is defined by the Job Title Information List.

Select which Type of worker the person is, Government or Company, or Self Employed

Select whether the person is Full or Part time

Enter the Person's contact phone number and extension if applicable.