Background Tab (Personal Dashboard)

  • The |Background| tab is used to view background information for the selected contact within the Personal Dashboard.  Background items communicate information about a contact that can be important for other Accelerator users (your employees) to know about.  For example, background information might include facts such as the individual is a veteran with mild hearing loss.  Such information can help employees be better prepared to meet the needs of your customers and help them to communicate with your clients more effectively.  Background Tab
    You should obtain consent from a client prior to entering and storing background information.
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