April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Additional Fields for Contact Records
These fields are invaluable when trying to develop a personal relationship, and the Personal information fields are of great benefit when you need to know salient details about the Contact. The Personal Notes field is used for general information relevant to the Contact that isn’t likely to change (see Figure 6.9).
FIGURE 6.9 Contact Details section.
Note
The Birthday field is a great excuse for customer Contact. Who wouldn’t like to receive a call, email, or small gift from a vendor on their birthday?
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