General Tab

Top  Previous  Next

Module:  Marketing    

Applet:  Contacts    

Tab:  General

 


Description: The General Tab (Field Descriptions Below)

Marketing_Contacts_GenTab

Name

 

Prefix - Title preceding name, such as Mr., Mrs., or Dr.

 

First Name

 

Middle Name

 

Last Name

 

Suffix - Title following name, such as Jr., Sr.

 

Proper Name - All of the above linked together (for example, Mr. John Doe, Sr.). Can be used as an alternate on mailings.

 

Title - Position held

 

Preferred - The contact’s preferred name, possibly a nickname or middle name.

 

Attn - Attention line for mailings.

 

DOB - Date of birth

 

 

Office Address

 

Office - Named address. Not available for employee contacts.

 

Street 1 - Address line 1

 

Street 2 - Address line 2

 

Street 3 - Address line 3

 

Street 4 - Address line 4

 

City - City

 

State - State

 

Zip - Zip Code

 

Country - Country

 

Phone - Telephone number

 

Fax - Fax number

 

Lead Source - Name of the source who generated the lead. Lead sources are useful for marketing purposes and, therefore, generally used with firm contacts. Lead sources refer to where this contact was for (for example, a magazine, trade show, etc.). Lead sources are managed using List Management.