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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