September 2011
Intermediate to advanced
1008 pages
24h 27m
English
This is the most overlooked section in the Contact form, but it has great value. The Professional Information fields are invaluable when trying to develop organizational information, and the Personal Information fields are of great benefit when you need to know salient details about the Contact. The Description field is used for general information relevant to the contact that isn’t likely to change (see Figure 6.12).
Note
The Birthday field is a great excuse for customer contact. Who wouldn’t like to receive a call, e-mail, or small gift from a vendor on their birthday?
Figure 6.11 Sample Contact in CRM.

Figure 6.12 Contact ...