Manage job experience
Creatio stores the information about a contact’s employment and job experience on the Job experience expanded list on the Contact info tab of the contact page.
To add a job experience record:
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Go to the Contacts section and open the page of the needed contact.
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Click
on the Job experience expanded list. This opens a window that contains multiple fields.Field
Field value
Contact
Current contact. The field is non-editable.
Account
Select the employer of the contact.
Primary
Select the checkbox if this is the contact's main place of work.
Current
Select the checkbox if the contact currently has this position.
Job title
Select the position held by the contact, for example, “Head of department.”
Full job title
Enter the exact job title, for example, “Head of sales department.”
Department
Select the department of the company where the contact works, for example, “Sales.”
Role
Specify the part of the contact in the decision-making process, for example, “Decision maker” or “Influencer.”
Start
Enter the date when the employee was assigned to work in this position.
End
Enter the date when the employee left the position, if applicable.
Reason for job change
Select the reason why the employee decided to accept this position, for example, “Career growth/promotion.”
Notes
Enter additional information about the contact's employment.
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Save changes.
If the Job experience expanded list contains a primary job record and you add another primary job record, Creatio clears the Primary checkbox from the previous record.