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Entering Contact Persons - Comment Card

Comment
Any comment.

Specific Job Title
The Job Title of the Contact, as it appears on their business card. This can be included when addressing letters to Contacts.

Job Description
Paste Special    Job Descriptions setting, CRM module
Use this field to describe the role of the Contact within their company. It allows you to side step any slight differences in Job Title terminology that may exist in different companies. For example, the generic role of Finance Director might have "Director (Finance)" as its Job Title in one company but "Director of Finance" in another. Enter the generic title ("Finance Director") in the Job Description field of such Contacts, to enable you to mail all Finance Directors together, irrespective of differences in inter-company terminology.

Classification
Paste Special    Customer Classifications setting, CRM module
Use this field to mark each Contact with comments relevant to their role in the sales process, such as "Decision Maker" or "User".

As with the Classification field on the 'Contact' card of the Customer screen, you can enter more than one Classification in this field, separated by commas.

Salutation 1, 2 and 3
These fields can be used to record greetings with various degrees of formality. It is recommended that you enter Salutations in all three fields, even if they are the same.

When you design the Forms that will be used to print Customer Letters, you can include the Salutation 1, 2 or 3 field depending on the formality of the letter. You can also use these fields when designing Invoices.