Name F/M/L

Name of contact – First, Middle Initial, Last

Acct Mgr

Sales Rep associated with the contact if contact is not linked with an account.

Salutation

Title for formal greetings, such as Mr., Ms., etc.

Department

Contact’s department name.

Title

Job title at company.

Held Position Since

Date contact gained title.

Reports to

Name of contact’s manager.

Referred by

Name of person who referred the contact.

Company  OR

Assoc w/ Account

Name of contact’s company. If contact is not associated with an account, it is the company name entered for the contact. Once a contact is associated with an account, the account name is displayed and the field cannot be changed.

Email

Email address of contact.

DOB

Contact’s date of birth.

Assistant

Name of contact’s assistant.

Spouse

Name of contact’s spouse.

Office Addr

Street address of contact’s office.
If SAO is checked, this field cannot be changed.

Home Addr

Street address of contact’s home.

SAO

Check if contact’s office address is the same as the main address of the associated account. If account address is changed, contact’s address changes. (Field is only available if contact is linked to an account).

City/State/Zip

City, state (pull-down field),

City/State/Zip

City, state (pull-down field),

and zip code of office address.
If SAO is checked, these fields cannot be changed.

and zip code of home address.

Office Phone

Office phone number.

Home Phone

Home phone number.

Office Fax

Office fax number.

Home Fax

Home fax number.

Mobil Phone

Cell phone number.

Pager

Pager number.

Toll Free

Toll free contact number.

Citizen of

Country contact is a citizen of.