There is now a dedicated section for Employment information on a Person record.
Click the Employment button to add entries.
You can enter the following information:
- Employment Type (Primary, Secondary, Previous, etc...)
- Employment Basis (Full Time, Part Time, etc...)
- Employment Type (PAYG, Self Employed, etc...)
- PAYG Type (Public, Private)
- Start Date
- Employer Name
- Job Title
- Employer Address
NOTE: You can add additional Employment, such as Employment History by using the + Employment button.
Income related to the Employment entries can be added by clicking the + Income button under each Employment item.
Primary and Secondary Employment as well as Employment History entries will automatically be displayed in the Financials section of an Opportunity, where they can also created from.
Note : Employment entries via the CRM will not back populate Mercury 5 fields.