General Tab (Contact Detail) Marketing>Contacts

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Overview

The General Tab contains many of the fundamental fields involved in contact setup.

 

 

Field Descriptions

Below are field descriptions for the General Tab.

** Indicates a required field

 

Name

•Active - Check this box to make this an active contact.
•Prefix - A title that can be added before the employees name. A User Defined Field. The Prefix list is managed under Administration>List Management>Name Prefixes.
•** First - Employee first name
•Middle - Employee middle name
•** Last - Employee last name
•Suffix - A title that can be added to the end of the employees name. A User Defined Field. The Suffix list is managed under Administration>List Management>Name Suffixes.
•DOB - Date of Birth
•Title - Position held
•Preferred Name - The contact’s preferred name, possibly a nickname or middle name.
•Proper Name - All of the above linked together (for example, Mr. John Doe, Sr.). Can be used as an alternate on mailings.
•Attention - Attention line for mailings.
•Spouse - Name of Spouse.

 

Firm / Employee Association

•** Firm/Employee - Firm or Employee associated with this contact.
•** Relationship Type - A title that can be added before the employees name. A User Defined Field. The Relationship Type list is managed under Administration>List Management>Firm Contact Types.

 

Office Address

 

•Office Address - 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

 

•Phone - Telephone number

 

•City - City

 

•State - State

 

•Zip/Postal - Zip Code

 

•Country - Country

 

•Fax - Fax number