Get link | About Sage CRM editions
|
Field |
Description |
|
Last Name |
Person's family name |
|
First |
First name |
|
Salutation |
Salutation. For example, Mr, Dr, or Miss. |
|
Middle |
Middle name or initial |
|
Suffix |
Suffix. For example, BA (Hons), MSc, or Esq. |
|
Gender |
Male or Female |
|
Title Code |
List of roles. For example, Managing Director or Sales Executive. |
|
Title |
Free text description of person's title as it appears on their business card. |
|
Department |
Department the person works in |
|
Territory |
Security territory of the person. Please see Territory management. |
|
Account Manager |
Person from your organization responsible for the relationship with this person. |
|
Type |
Organizational area that this person works in. One or more can be checked. |
|
Opt out of E-marketing Communications |
This flag is automatically set if the email address associated with the person has opted out of all E-marketing communications received via Sage CRM's integrated E-marketing (Swiftpage). The user can manually check or uncheck the option, however this has no impact on E-marketing emails sent from Swiftpage (these will always retain the opt-out flag set from the E-marketing email). |
See Also:
Sage CRM user assistance PDFs
