These additional fields collect information useful when marketing to people. These fields are specific to the Business Development Information folder (see Business Development Information).
| ID | Name | Description | Applies to | Field Type | Multi-Value |
|---|---|---|---|---|---|
| 2 | 1st Line Social Invitation | Specify the first line of the social invitation | Person | String | No |
| 3 | Functional Role | Select the role that best describes the persons functional responsibilities. | Person | List | No |
| 1 | Preferred Method of Communication | Select the preferred method of communication. | Person | List | No |
Functional Role Additional Field List Items
The following table lists the default items for the Functional Role additional field in the Business Development Information folder.
| ID | Item |
|---|---|
| 6 | Finance/Accounting (Executive) |
| 7 | Finance/Accounting (Other) |
| 18 | Human Resources (Executive) |
| 19 | Human Resources (Other) |
| 10 | Information Technology (Executive) |
| 11 | Information Technology (Other) |
| 16 | Legal (Executive) |
| 17 | Legal (Other) |
| 4 | Management (Executive) |
| 5 | Management (Other) |
| 12 | Marketing (Executive) |
| 13 | Marketing (Other) |
| 8 | Operations (Executive) |
| 9 | Operations (Other) |
| 20 | Other (Executive) |
| 21 | Other (Other) |
| 14 | Sales (Executive) |
| 15 | Sales (Other) |
Preferred Method of Communication Additional Field List Items
The following table lists the default items for the Preferred Method of Communication additional field in the Business Development Information folder.
| ID | Item |
|---|---|
| 1 | |
| 2 | Fax |
| 3 | Postal |