This question is directed towards designing a hierarchy that enables the ability to target contacts when creating reports or email blasts. As many of you are aware, different agencies will have different job titles for contacts that hold the same position. For example, if the agency type is local (municipal) government, even though the job titles of their employees will vary based on: state, size, etc., each agency will have someone who in charge of the finances. Job titles can vary from: Director of Finances/Financial Services, Chief Financial Officer, and so on. If you needed to create a report that found all the lead financial contact of municipal government agencies, you could not do it by simply querying by job titles.
The only solution I've seen work so far is to create two or three fields that represent broad categories that help specify the contacts position in the agency. For example, a dropdown for Role (Decision Maker Level) this could be Executive, manager, staff, etc.. Another dropdown for Function (Area of Operation). CEO, CFO, CHRO, and so on.
Has anyone come across or found ways to allow contact job title specificity for reports, but not create a confusing hierarchy? Thanks!
