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  • Contact Information Categories: Categories are used to classify Contact Information into generic groups based on specific similar attributes that they share. Categories are configurable in the system, and their number can be in hundreds, while each contact information can be classified only in one category.
  • Contact Information Industry Sectors: Industry sectors are used to define a large segment of the economy that shares a similar business type. Usually, the number of sectors that are defined should be around a dozen. Industry sectors have a flat structure, and they can be used as information in both companies and persons. Industry Sectors can be used for Contact information (Person and Company)
  • Contact Information Industries: Industries are used to define specific segments of the economy that share highly similar business activities. Usually, the number of industries that are defined can be in the hundreds, as each industry can be broken down into more specific industries. Therefore Industries have a hierarchical tree structure. Industries can be used as information in both companies and persons.

Do it Yourself!!

Do it Yourself!!
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Let's see how you can quickly set up the System to start using Contact Information module for your business

Tip

For the modules, sections and attributes not mentioned you don't need to make any configuration

 

Create the following Contact Information Definition

RulesAuthorisation SettingsSupported Preferences
Name RulesPersons Uniqueness RulesCompanies Uniqueness Rules AddressesEmailsPhonesRelations
  • Last Name + First Name
  • ID Number
  • Name
  • VAT Registration Number
  • Enable
    • Send Direct Marketing Material 
    • Send Affiliate Marketing Material 
  • Home
  • PO Box
  • Custom 1 - Business
  • Personal
  • Business
  • Landline
  • Mobile
  • Custom 1 - Work
  • Select All to be supported, except Custom ones