After creating a person's profile in Loopit, you can enrich their profile by adding additional personal information. This includes emergency contacts, references, and employment details. These fields help you maintain a complete view of the individual, which can be especially useful for credit assessment, communication, and customer support.
How to add emergency contacts and references
Once a person's profile is created, scroll down to the "Emergency Contacts and References" section to begin entering this information.
After saving the person's main details, scroll down to the bottom of the page to locate the section.
1
Add an emergency contact
You can enter the details of a trusted individual who should be contacted in case of an emergency. This includes:
Full name
Relationship to the person
Email address
Phone number
2
Add a reference
References are individuals who can verify or vouch for the person’s character or history. You can record:
Full name
Type of reference (e.g. personal, professional)
Email address
Phone number
3
Add employer details
You can also store employment information, such as: