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Contact Details:   The following contact fields are already built into the Client Application form, so it is pretty much ready to go.  If you would like to shorten this list there is a setting that will only show the fields marked as required (*).  

  • title salutation,
  • legal first name,
  • preferred first name*,
  • middle name,
  • last name*,
  • suffix
  • postal address*
  • town/city*,
  • state/province*,
  • country*,
  • post/postal/zip code*,
  • email address*,
  • telephone numbers (home, work, cellular)*,
  • phone preferences, language/regional preference,
  • date of birth,
  • Twitter handle,
  • Linked-in address
  • Instagram username

  Except for potentially shortening the list to only show the fields marked * and an option to include the date of birth field and make it required, there’s no other work needed here.  We will review how to shorten the list a little later.