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Person Fields

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

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 refer to 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 e-mail 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 e-mails sent from Swiftpage (these will always retain the opt-out flag set from the E-marketing e-mail).

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See Also:

Person Phone Details Fields

Person E-mail Fields

Company Fields

Address Fields

Phone and E-mail Fields

Setting up an E-marketing Campaign