The Personal Data module provides the following functions for the enterprise management of contacts:
Roles - Create, modify and delete descriptive roles that will be used to compile the contacts tab.
Commissions - Specify an unlimited number of account executive commissions for client(s) defined in this module.
Credit facilities - View all agreed credit limits for any specific contact.
View Workflow - Opens the "Workflow info" tool (in read-only mode) for viewing all workflows attached to the current contact.
Agenda View - Opens the "Agenda" module, which allows consulting and managing all the appointments and tasks for the current contact.