Reading a contact page

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Reading a contact page

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It helps to understand the various components of an contact page.

 

The primary contact panel

 

The primary contact record is comprised of five tabs. For most users, it is only necessary to be concerned with two of the tabs.

 

The Business Card tab is where you will find basic contact details.

 

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Division

 

The Division field is used to indicate the department, unit, office or division in which the contact works. We also use the Division field to mark contacts' original firm in the case of a merger.

 

The email panel

 

The Email panel, which is part of the Business Card tab, is where email address details and status are stored.

 

 

Multiple email addresses

 

Sugar permits us to store more than one email address against a single contact. One email address must always be designated as a primary email address. The primary email address is always listed first:

 

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Marketing emails are only sent to the primary address: they cannot be sent to both. (This is a system limitation; it is beyond our control. If it is essential for a contact to receive emails on two different email addresses, it will be necessary to create two contacts. Speak to a CRM Administrator about this.)

 

You can add an additional email address to a contact by hovering over the edit pencil next to the email field. Once in edit mode, the new email address will be added next to the + sign:

 

 

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Invalid email addresses

 

If we are not able to send marketing email addresses to a particular email address it will be marked as Invalid in Sugar and will appear with a line through it. Look at the Email Status field to determine whether the contact opted out of our mailings or if the email hard bounced. An invalid email address looks like this:

 

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We do not attempt to send marketing emails to invalid email addresses.

 

Do Not Mail

 

Any contact with this box checked will not receive our mass emails. In most cases the field "Do Not Mail Requested By" is also populated and provides the name of the user who indicated that this contact should not receive Harneys newsletters.

 

This is not the same thing as persons who have themselves unsubscribed or opted out of our emails. Do Not Mail contacts are those contacts who we, Harneys, are voluntarily electing not to send marketing emails to, normally because of the nature of the relationship.

 

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Domain Suppression / Emailing Competitors

 

We do not allow marketing emails to be sent to our competitors. This is a system level setting and it is managed by the marketing department. If you are adding a competitor to Sugar it is not necessary to mark Do Not Mail.

 

See also: About invalid emails

 

 

The interest areas tab

 

The Interest Areas tab is where you will review the interest areas which apply to this contact:

 

 

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For more information about interest areas and how they are used, read about the Interest Area Search.

 

Where we know the (non-English) language preference of a particular contact that information is recorded in the primary language field, located at the bottom of the interest areas panel.

 

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The contact sub-panels

 

Following is an overview of contact sub-panels

 

History

This panel provides an overview of any Notes, BD Activities or Conferences / Networking Events which have been related to this contact.

 

Use the keyword and assigned user filters to quickly search for relevant information.

 

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Note: Legacy meeting reports added to Sugar from KIA were related to the appropriate organisation only, not contacts. The development department is working on establishing contact- BD Activity relationships for all data from August 2013 onwards but this is a time-consuming process and it is not complete. Users should not count on seeing legacy data on the contact page: check the appropriate organisation page and do a keyword search for the name you are interested in.

 

Client IDs

If this contact is the billing contact of record for any clients the name and number of that client will appear here.

 

Currently client data only exists for 1 January 2014 onwards. 

Alumni

If we have information about where this contact worked previously it is listed here. Report information about a contact's past employment by using the Request Update feature in the contact record. Selecting Add Alumni Record from the drop down. (See also: Editing a Contact Record).

Outgoing Referrals

If this contact has been the recipient of any referrals from Harneys, which have been logged in Sugar, a record will display in this panel. (See also: Outgoing Referrals)

Direct Reports

If any direct reports have been added to this contact record they will appear here. To create a direct report relationship between this contact and another contact click either Create to add the direct report as a new contact or Select to choose the direct report from among existing contacts.

Referred Clients

If this contact was named as the referral source for any new client, the name and number of that client will appear in this sub-panel. (See: About Client IDs)

 

 

See also:

 

Working with Sub Panels