Employment History
Sep 09, 2021
Instead of just knowing where your clients currently work, you can use Employment History to track a Contact’s current & past employment history over the years. You can use this information for various custodial, mortgage, or insurance forms. Also, you can use this information to communicate with all current and former employees of a company. To track this, you will go to a Contact then to Related:
Hierarchy
Employment history is located under Contacts (1:N relationship).
What's included in Employment History
The fields that come with Employment History by default include:
Job Details
| Field Name | Field Type |
| Contact | Look Up & Required |
| Primary Employment? | Yes/No Toggle |
| Job Title | Text & Required |
| Company | Text |
| Occupation | Text |
| Employment Type | Text |
| Start Date | Date |
| End Date | Date |
| Annual Salary (Gross) | Dollar |
| Employment Notes | Text |
| Reason for Leaving | Text |
| Self-Employed | Yes/No Toggle |
Industry Information
| Field Name | Field Type |
| Director or Ten Percent Shareholder | Yes/No Toggle |
| Director or Ten Percent Shareholder Comp | Dollar - Dependent on Director or Ten Percent Shareholder = Yes |
| FINRA Affiliated | Yes/No Toggle |
Note: These fields are based on the Fall 2021 release.
