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Entering a Contact - Comments Card

This page describes the fields on the 'Comments' card of the Contact record. Please follow the links below for descriptions of the other cards:
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Comment
If a Contact is a Contact Person, any comment that you enter here will be printed in the Contact List report, if you print it using the Include All Contact Persons and Detailed options. For all Contacts, the first line of this Comment will be printed in the Telephone List report if you print it using the Overview with Work Details option.

Courtesy Title
Paste Special     Courtesy Titles setting, CRM/HRM module
If a Contact is a Contact Person, enter their Title (e.g. Mr., Mrs., Miss, Ms., Dr., Prof., etc.). If you want this information to be printed on your Customer Letters, include the "Contact Person Title" field in your Form Template design. The Courtesy Title will also be shown in the 'Paste Special' list that you will use to specify a Contact Person in the Attention or Contact field in any transaction (e.g. Quotations, Orders or Invoices).

Job Title
Paste Special    Job Titles setting, CRM/HRM module
If a Contact is a Contact Person, use this field to describe the role of the person within their company.

Salutation 1, 2 and 3
If a Contact is a Contact Person, use these fields to record greetings with various degrees of formality. It is recommended that you enter Salutations in all three fields, even if they are the same.

When you design the Form Templates that will be used to print Customer Letters, you can include the "Salutation 1", "Salutation 2" or "Salutation 3" fields depending on the formality of the letter. You can also include these fields in the Form Templates that will be used to print Contact Labels and Invoices.
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The Contact register in Standard ERP:

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