Best practice for recording contact information for administrative assistants

Shalena Stelzig

When we have highter executives in our database, we typically receive the admin assistants contact information.  What is the best practice for entering this data in RE?  I thought I have read a forum previously concerning this topic but I am unable to locate the topic.



Thanks,

Sunshine Reinken Watson

I record them as a relationship (Assistant) under the executive's record. For ease of use (for our higher ups who don't want to dig into the relationships tab), I also have phone types for "Assistant phone" and "Assistant email." I type in the assistant's first name after their phone number when I record the assistant phone. This method seems to cover all my bases.

John Heizer

Same here as Sunshine Watson.

Nicole S

I also link that assistant as a relationship for the organization.

Autumn Hubbard

I have been putting the executive as the individual relationship, but then using phone/email type 'Assistant' within that record to designate the assistant, and putting their name in the Notes section of the individual relationship. Just another option, since then I can still mark that contact as 'Primary' and know that the email will get to them through their assistant, etc.

Jacki Balon

We also add as a relationship....