Change a Person's Employment

When a contact’s employment changes, you can update their information by clicking the Edit Employment Information link on the Person Overview page or View Contact dialog. Depending on the change—whether it’s a new job title or department, a new location, a change in company, or updating an incorrect company name—different update steps and wizards guide you through modifying the contact’s details.

When a person in your contact list changes employment, you can update the contact with the new information.

1. From the Person Overview page or the View Contact dialog box, click the Edit Employment Information link.

   

2. Indicate the type of employment change:
   • Job Title or Department – the person is still at same company, but has a new job title or department.
   • Moved to a new location – the person is still at the same company, but has changed their primary business location.
   • Left the company or is at a different company – the person no longer works for the company. You can either leave the person’s company blank or select a new company.
   • Company name is incorrect – the person’s company has either changed names, or was entered incorrectly.

The type of change determines the remaining steps to change the person’s information.

Job Title or Department

1. From the Edit Employment Information dialog box, choose Job Title or Department.

2. Enter the contact's current Job Title and Department.

   

3. Choose Save.

Moved to a New Location

1. From the Edit Employment Information dialog box, choose Moved to a New Location. A two-step wizard opens.

2. Select the new location for the person from the list of company locations, or select None of these if there are no matches, then click Next.

   

3. The Details panel displays the new location information alongside the original information. Use the Keep button if you want to retain any of the prior contact details.
4. Click Finish.

Left the Company or Is at a Different Company

1. From the Edit Employment Information dialog box, choose Left the company or is at a different company.
2. Indicate if you know the person’s new company and click Next.
   • If the person does not have a new company or you don’t know the company, select the first option.
   • If you know the person’s new company, select the second option and enter the company name.
3. If you entered a company name, InterAction displays the Match panel. Select the appropriate company from the list displayed, or select None of these and click Next.

4. In the Location panel, select a new primary business location for your contact, or select None of these and choose Next.

   

5. The Details panel displays the new location information alongside the original information. Use the Keep button if you want to retain any of the prior contact details.
6. Click Finish.

Company Name is Incorrect

Use this option to update the Company Name for any firm contact, user contact, or connected contact that represents a person. Note that if you are editing a contact who is not part of your user contact list, the Company Also Known As Name field is not available for editing.

1. From the Edit Employment Information dialog box, choose Company name is incorrect.

2. Enter the current company name.

   

3. Click Save.

   Changing the company name changes the original name of the company in the Firm List. InterAction updates all contacts that are associated to this company.