In each contact field, two fields exist which seem to be similar with each other. In reality, you should be using both of these fields when managing Contacts in Synergy Enterprise.

Use the Job Description for the person’s title on their correspondence or business card. This provides information that when doing mail merges, the person’s actual title.

On the Job Title, we recommend creating new categories such as:

> Engineering

> New Product Development

> Information Technology

> Sales

and so on. When you search for contacts for exporting or sending mail merges, you may select the Job Titles field, rather than Job Descriptions. This will allow you more defined search results.

If a Person is in both Engineering & New Product Development, we recommend the creation of a Job Title listing both options. In searching, this should make the information easier to retrieve.