Creating Job Titles
Jobs are titles associated with contacts and companies in e-automate. Job titles identify the role a contact plays in a customer company. You cannot associate a contact with a company without a job title.
Getting to the TransactionGetting to the Transaction
From the Tools menu, select List and codes to open the List and Codes window.
In the Select a list or code type field, use the drop-down menu to select Job Titles.
Click [New] to open the New Job Title window.
Basic InformationBasic Information
Complete the following fields as appropriate:
Job title: Code describing the job role that a contact can play in a customer company.
Description: Brief description of the job title.
Completing the TransactionCompleting the Transaction
Click [OK] to save the job title.
Non-supported ReleaseNon-supported Release
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