You can use the Contact Job Responsibilities window to assign job responsibilities to your contacts. Only contact persons can be assigned job responsibilities.
Before you can do this, you must set up job responsibilities in the Job Responsibilities window.
Open the Contact Card window.
Select the contact you want to assign job responsibilities to, and click Contact, Person, Job Responsibilities. The Contact Job Responsibilities window appears.
Alternatively, you can open the Contact Job Responsibilities window by following this procedure: click the AssistButton to the right of the No. of Job Responsibilities field on the Segmentation tab of the contact card.
Press F3 to enter a job responsibility.
In the Code field, click the AssistButton to see a list of the job responsibilities in the Job Responsibilities window.
Select the job responsibility you want to assign and click OK.
Repeat steps 3 to 5 to assign as many job responsibilities as you want.
You can also assign job responsibilities from the Contact List window, by following the same procedure.
The program automatically enters the number of job responsibilities you have assigned to the contact on the contact card, on the Segmentation tab, in the No. of Job Responsibilities field.
When you have assigned job responsibilities to your contacts, you can use this information to select contacts for your segments.
Setting Up Job Responsibilities