The Spouse panel collects essential personal details about the account holder, such as Spouse’s personal and employment details. This information is critical for identity verification, compliance, and client communication.
If the client’s details already exist within the CRM, the information in this panel will auto-populate. You must still open the panel to review, verify accuracy, and click Save to mark it complete.
Filling out the Spousal Personal Information
Enter the spouse details into the provided fields
- Spouse Title: Select the appropriate title (e.g., Mr., Mrs., Ms.).
- First Name: Enter the spouse's first name.
- Middle Name: Enter the middle name, if applicable; otherwise, leave blank
- Last Name: Enter the spouse's last name.
- Date of Birth: Enter in YYYY-MM-DD format exactly as shown on the client’s ID.
Entering Spousal Contact Information
Provide valid contact information to ensure clear and timely client communication.
- Spouse Email: Provide an active email address for client communication (required).
- Spouse Phone Number: Enter the client’s main contact number (required).
Entering Spousal Employment Details
Enter details regarding the client's employment status.
- Employment Status: Enter the employment status. (E.g., self-employed)
- Employer Name: Enter the name of the client's current employer.
- Employer's Address: Enter the address of the employer.
- Nature of Business: Enter the nature of the business. (E.g., Landscaping)
- Occupation / Position: Detail the clients's current occupation or role. (E.g., Owner)
- Years Until Retirement: Enter the number of years until the client plans on retiring.
- Total Annual Income: Enter the total annual income.
Saving the Panel
After completing all required fields:
- Click Save to lock in the provided details.
- The panel status will update from Incomplete (yellow) to Complete (green) upon successful saving.
Example of Completed Spousal Contact Information
