* Primary details are used to identify the customer regardless the source of the information.
* Existing Customer Details allows the person record to be linked back to centralised RSA company records such as those in Geniusexisting systems.
* Marketing Permissions are centralised to provide a central repository for all campaigns as to the ability to contact a person.
* Marketing Information and Social Media provide further information to facilitate sales and cross sale background information to help the sales process.
* Security fields and GDPR compliance fields are added
* The Key Dates provide the validation and audit requirements for ensure proper contact is maintained regardless of the marketing campaign.
* Key Information provides the resources to be able to track the primary sales opportunities against customers and non-customers alike.
[[File:Personcentric-002.png]]
== Form Design ==