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Detta avser program version 5.1  

Job Descriptions

This setting is a look-up table used by the Contact and Customer Letter registers.

You can report on and mail Contact Persons based on their Job Description. It is therefore recommended that you use this setting not to record actual job titles (which vary from company to company) but generic job descriptions. This would enable you to report on or mail Contact Persons with similar roles but varying job titles.

On double-clicking 'Job Descriptions' in the 'Settings' list in the CRM module, the following window appears:

Enter each new Job Description on the first blank line and, when finished, click the [Save] button in the Button Bar to save the changes. To close the window without saving changes, click the close box.

It is recommended that you enter Job Descriptions in alphabetical order, as shown in the illustration. You can insert a new Job Description in the correct place in the list by clicking on a row number and pressing the Return key. When you enter a new Contact and use 'Paste Special' to choose a Job Description, they will be listed in the same order as they are listed in this setting. If they are in alphabetical order, you will be able to find the correct one quickly and easily by typing the first letter of the one that you want.

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