How To Create/Update/Delete A Contact

If the client has explicitly stated that they do not want to receive any marketing material, the most appropriate mailing preference would be "No per client." This option indicates that the client's preference to not receive marketing material will be respected and no such material will be sent to them.

When unsure at any steps of the process, it is advisable to seek help from someone who may have more knowledge or experience in the matter. Asking a colleague, or specifically Kerry or Sophie, can provide valuable insights and guidance to overcome any uncertainties. This approach promotes collaboration and problem-solving, ensuring that the task is completed effectively. Giving up should not be the immediate response, as seeking assistance can lead to a better understanding and resolution of the issue at hand.

There is no “zz” for contacts. “zz” is used when clients aren’t clients anymore, but still have fees to be processed. Just delete the contact!

This option should never be chosen for contacts because it is specifically meant for clients. It indicates that the mailing should be sent to a different address or location other than the contact's address. Since this preference is only applicable to clients, it should not be selected for regular contacts who do not require their mailings to be sent elsewhere.

Make an executive decision depending what sector your contact fits in. The partner does not need to have met the contact.

If you do not pick a mailing preference, your contact will never receive any marketing material. This means that they will not receive any promotional emails, newsletters, or any other form of marketing communication from the company.

It is important so they receive marketing material such as our newsletter, our Budget summary and our regular sector e-newsletters. That way, C+T will be on their mind if an opportunity comes up.

1- Go onto the Internet by typing “S3” in internet explorer.
2- General --> Office Tools --> C+T Contacts.

Do not fill in fields with anything other than the information it requires.
If you would like to add something, write it in the marketing notes section. (e.g. where you met the person, what service you think they might be interested in etc.)

The correct answer is Mrs K Manton because it follows the standard format of using the title "Mrs" followed by the initial of the first name and the full last name.

The correct answer is "J Rodger Esq" because "Esq" is an abbreviation for Esquire, which is a title used to address a man in a formal or professional context. Since the question asks for the general contact field, using this title would be appropriate to show respect and professionalism when addressing Mr John Rodger.

This is not a reason for deleting a contact because even though the contact has a new email address, you still have knowledge of it. Therefore, you can update the contact information instead of deleting it.

If they have an honorary title such as Lord, Sir or Dr, please get in touch with Sophie (240) or Kerry (360) to check what the general contact should be.