The first tab on the Main screen is the Address/Phone tab. This is where you enter edit and view the addresses and contact numbers that a contact may have.
Contact Information:
Here is where you will see the contact information of the contact. This information is usually provided when adding new contacts. However, if you did not provide all the information when adding in the contact, you can add it in the main screen if the screen is not locked.
CMS keeps separate Title, First and Last names for the husband (His) and the wife (Her). The first line stores the Title, First name and Last name for the husband and the second line stores the same information for the wife.
Note: Even if the Wife has the same last name as her husband, you should enter her last name. This simplifies women only mailings.
To see the details of a contact and to edit information such as He's Not Jewish, She's Not Jewish, Temporary, Off-List or Not a Duplicate, click on details.
To add a person to the referral list, check off the Referral List? check box. This enables you to keep track of people who refer other people to your organization. Once a person is checked off on the referral list, their name will appear in the referred by field on the right side of the address/phone tab.