Understanding Executive Profiles

There is no limit to the amount of information you may be asked to record, or are savvy enough to know to record independent of any instruction. It’s a good thing you can ditch your Excel file or Word doc and categorically record this information in Cabinet’s easy-to-find and secure Executive Profiles section.

The bottom line is that you can store anything in Cabinet with one exception. You can store loyalty numbers, login information, birthdays, travel preferences, scheduling preferences, favorite restaurants, and much more. In fact, Cabinet is completely customizable. Simply create a category, give it a name, and start creating cards. The one exception is that, like 99% of platforms on the internet, do not recommend storing banking information.