Training FAQ
FAQ Detail
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Can we assign multiple Positions (employment positions) to a single contact, and can we use multiple email addresses under one Person?
Yes. If one person holds roles at multiple organizations, record each role as a separate Position under the same Person. Do not create multiple Person records for the same individual.
Many people with roles at different organizations have a separate email address for each job. GamePlanPro™ will use the email address on the Person screen by default, unless you enter a specific email address on the Position screen.
To open the Position screen, click the Position ID from either the Organization screen or the Person screen.
It is important to note that it is Positions and not People that are associated to Quotes and Work Orders, to Contract roles and Building roles. This is how GamePlanPro™ knows which email address to use when sending information outside of the system.
Many people with roles at different organizations have a separate email address for each job. GamePlanPro™ will use the email address on the Person screen by default, unless you enter a specific email address on the Position screen.
To open the Position screen, click the Position ID from either the Organization screen or the Person screen.
It is important to note that it is Positions and not People that are associated to Quotes and Work Orders, to Contract roles and Building roles. This is how GamePlanPro™ knows which email address to use when sending information outside of the system.