Friday, 17 October 2008

Setup Contact's Organizational Level and Job Responsibilities

You can tag Contacts in Navision with Organizational Level. Example of Organization Levels are CEO, CFO, Manager, Executive, etc. You can define Organizational Levels that suit your needs.
1) Open Contact Card.
2) Browse to the Contact that you want to setup the Organizational Level.
3) Select Segmentation tab and then select the Organizational Level Code for the contact.


Please take note that you can only tag a Contact with Organizational Level Code if the Contact type is Person. You cannot tag a Contact with the Type = Customer with an Organizational Level. Also note that you cannot define hierarchy between Organizational Levels. For example, you cannot define Manager is under CEO.

Organizational Level is very general. It will only tell you the Contact's position in the company but it will not tell you in details what is his/her job responsibilities. Anyhow, you should be able to guess the job function of the contact based on the Organizational Level. For example, the title Chief Financial Controller can clearly tell you that this is the guy who control all the finance matters, while an IT Manager is the person who manage IT Department.

However, if you want to keep more details on job responsibilities of your Contact, you can tag your Contact with Job Responsibilities. To assign Job Responsibilities to a Contact:
1) Open Contact Card.
2) Browse to the Contact you want to tag with Job Responsibilities.
3) Click on Contact --> Person --> Job Responsibilities.
4) Select Job Responsibilities and then click on OK button.

You can assign more than one Job Responsibilities to a Contact.
Before you can use the Job Responsibilities, you need to setup the Job Responsibilities at:
Sales & Marketing --> Setup --> Organizational Profile --> Job Responsibilities.

1 comment:

Lisa said...

Oh! i was confused but your guidance really helped me! thanks Sample Job Descriptions