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| Sub-module | Type | Classification | Navigation | Dig In |
|---|---|---|---|---|
| Contact Information Definition | Configuration | CONFIGURATION CRM APPLICATIONCONTACT INFORMATIONSET UP BUSINESS DEFINITIONS | Configuring Contact Information Definitions | |
| Contact Information Categories | Configuration | CONFIGURATIONCRM APPLICATIONCONTACT INFORMATIONSET UP CATEGORIES | Configuring Contact Information Categories | |
| Contact Information Industries | Configuration | CONFIGURATIONCRM APPLICATIONCONTACT INFORMATIONSET UP INDUSTRY SECTORS | Configuring Industries | |
| Contact Information Industry Sectors | Configuration | CONFIGURATIONCRM APPLICATIONCONTACT INFORMATIONSET UP INDUSTRIES | Configuring Industry Sectors |
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- Rules
- Name Rules: Select the way that you would like names to be displayed in the System by selecting the respective radio button.
- Persons Uniqueness Rules: Select the fields that should be unique within the System, by checking the respective boxes.
- Companies Uniqueness Rules: Select the fields that should be unique within the System, by checking the respective boxes.
- Supported Preferences
- Addresses: Select the address Types that you want to make available in the Contact Information Address Tab. You can specify your labels for each Type.
- Emails: Select the email Types that you want to make available in the Contact Information Email Tab. You can specify your labels for each Type.
- Phones: Select the phones Types that you want to make available in the Contact Information Phones Tab. You can specify your labels for each Type.
- Relations: Select the relations Types that you want to make available in the Contact Information Relations Tab. You can specify your labels for each Type.
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