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Hi,
Firstly Sorry if this questions is a bit ambiguous I'm really asking for others thoughts on the subject.
We currently have a free text field for capturing Job titles of contacts. As there are so many variations of job title in this field the information is not of much use when trying to do some analysis. Does anyone have any suggestions on how i can improve the use of this field. Maybe standardization ?
Thank you Adam
Consider using a complementary field called Department or Role which allows you to categorize the dozens of job titles that can all under one department or Role (Executive, VP, Principal, Director, Manager, Rep, Associate, Influencer) , yet still allow for reporting or use in segmentation for lists or emails. Departments can include: Sales, Purchasing, Accounts Payable, Marketing, Operations, Project Management, Executive, etc. Occasional clean up can be performed by exporting the Job Titles, review for departments missed, and categorize those that have not been assigned to a department using a bulk edit.
Hello,
If you're looking for standardization and you want to give users ability to create new titles without involving anybody I would say - create a custom entity "Job Title", create relationship between contact and "Job Title" where "Job Title" is a primary entity and place a lookup on contact's form instead of the text field.
In this situation user will be able to choose existing or create a new title if it's required.
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