Profile Summary

		Sets which fields appear when you highlight someone in the database. This is called the Profile Summary.
		Show me
		Note You can change the field names in the database in the Administrative part of Setup.
		Display the summary using Arial --- point
		This sets the font size used to display the summary information. The larger the font, the more likely it is that you'll have to scroll up and down to see everything, so smaller sizes are best. You can't change the default font from Arial.
		Show the --- most recent active forecasts
		This sets the number of forecasts shown in the summary, but only if you choose to include Forecasts as part of the summary information. You cannot show all forecasts as there might be hundreds. Also, inactive forecasts are ignored even if they are more recent than active ones.
		Hide lines if the fields are empty
		If this is ticked then a field will be ignored if it is empty in the database. This keeps the summary concise as it is limited to just the relevant information. If this is unticked then fields will be displayed regardless of whether they contain data. This is useful if you want your profile summary to always have exactly the same layout regardless of what fields have been filled in.
		Designing your Profile Summary
		The information shown in the summary can be different on each machine. For example, people in the Accounts department may want to see different information to the Sales team. Fields that are above the black divider line will appear in the Summary, those below will not. Fields above the divider are shown in the order in which they appear in this list. To set which fields are displayed:
		Choose Company / Contact / Family / Asset
		Highlight a field (Use the Shift key to highlight a block of fields. Use the Ctrl key to highlight multiple fields.)
		To include a field, click the Include button
		To exclude a field, click the Exclude button
		Or, use the mouse to drag a field to the desired place
		Use the Alphabetic and Categorised options to list the excluded fields in different ways. Categorised will list the fields in the order that they appear in the Administrative part of Setup.
		Special Summary fields
		There are several special fields available in the Summary:
		All user-defined fields This will display all the custom fields. User-defined fields will appear as a list. If you want to split the list into pages as you would see in the Administrative part of Setup, you must arrange the fields manually and use the Title of Page x fields to show page titles.
		Forecasts This will include a table of recent Forecasts within the Summary. The number of Forecasts visible depends on the value set (see above).
		Contacts at this Company This will list all Contacts at a Company if a Company is highlighted in the database. Contacts will appear as links that you can click to visit.
		Members of this Family This will list all Contacts at a Family if a Family is highlighted in the database. Contacts will appear as links that you can click to visit.
		Assets owned by this --- This will list all Assets that are owned by this Company / Contact / Family. This does not give a list of all Assets within the selected folder. Owned assets will appear as links that you can click to visit.
		Associates of this --- This will list all Associates of this Company / Contact / Family. Associates will appear as links that you can click to visit.
		All addresses This will list all addresses. If you highlight a Contact in the database, it will also list any Company or Family addresses.
		Personal addresses This will list all addresses, but ignore Company or Family addresses if you highlight a Contact.
		Other fields, such as All phone numbers / Personal phone numbers reflect either all details (including the Company or Family if you highlight a Contact) or just personal details.