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Enter values in the fields as shown below and click Save.
Preferred Name
The fields to enter preferred names display on EBI only when "EnablePreferredNameonEBI" is set to "ON" in Product preferences.
Mailing Address
If the Mailing Address is same as the Home Address, then click on check box for "Copy from Home Address". This will copy the address details from the Home Address to the Mailing Address.
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Confirm Social Security Number is also a required field. The following error message displays if the value is not entered.
If the entered Social Security Number do not match with the Confirm Social security Number, the error displays as below.
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Entering either one of the numbers is mandatory. Otherwise, the system will throw error when you save the Biographic Information.
SSN
If you click on the radio button for Social security Number, the fields to enter SSN displays as below. Entering the values in SSN and Confirm SSN fields is required before you save the activity.
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Make sure to re-enter the SSN in Confirm Social Security Number. The system displays error message if the value is not entered.
If the entered Social Security Number do not match with the Confirm Social security Number, the error displays as below.
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