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Cannot determine how and where to record and organized our employees job description

Hi,

Cannot figure out what system settings will I use in recording and organizing job descriptions and documents. We are a non-profit organization and have different projects, so we have volunteers that we need to document their job description. We need to record it, but I cannot determined what system settings to use.

Hoping for your immediate reply on this matter.

 

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  • Hi Lydia,

    Hope you're having a great day.

    I would recommend using the "title" field within a Contact to store the job description. (please see below screenshot)



    If you enter in an Organization for the contact as well that will create a Primary Organization link within the related tab of the Contact. (please see screenshot below)

     

    Hope that helps!

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