Main data tab (Client contact persons)
In this tab, you can enter the details about this contact person. Some fields are already filled with the information provided during the creation of this contact person. Some dates are provided automatically. Other fields are optional.
If a contact person is associated with a company with several offices, you can assign this contact person to another office(s). To do so, click the Change button in the Client section.
Most fields are the same as in the client profile’s Identification data subtab and Sales data subtab. However, some fields are specific:
In the Department field, enter the name of the client’s company department in which this contact person works.
In the Position field, select this person’s position in a company.
Select the Disallow CRM E-mails checkbox if the contact person does not want to receive CRM e-mails.