Now that you’ve got your Custom Form, do the following:

1.         Select the Contacts folder and click on the New (Contact) icon in the Standard Toolbar. You should see the following form (Notice the Profile Tab):

2.         Enter Tom Watson under Full Name. Then click on Profile. You should be able to fill in the value of his total purchases, select from the Contact Type dropdown, and check/tick the various products that he has purchased:

3.         Click on Save and Close. Note that the new contact appears with a Post icon instead of the normal contact icon, which indicates that a custom form has been used for this contact.

4.         Open the form again and check that all your data has saved correctly.