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Contact information stores the preferences and details of physical persons or companies, including customers, leads, users and partners, with which a business interacts. The information is used for identifying contacts and communicating with them.
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Contact Information features
- Contacts are considered to be customers when their contact information is associated with an accounts receivable. This is reflected by a contact information in a 'Financial' life cycle state.
- Several addresses and phone numbers can be registered for each contact and used by processes in other modules. For example, it is possible to assign an address for billing and another for deliveries.
- Contact information registers preferences regarding participation in direct and affiliate marketing campaigns, conforming with the Data Protection Act, and enables customers to opt in and out of mailing lists from their email.
- Contact information enables the automatic assignment of contact name day, which can be used for marketing and rewards purposes.
- It is also used to assign the preferred language for outbound communications.
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| Configuration > CRM Application > Contact Information |
Categories
Categories can be used to classify contacts according to their business role (e.g., customers or partners).
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| Rules | |
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Name Rules | Define the order in which the first, last, and middle name of the contact should be displayed or entered in the Summary and Data Entry page, as well as in searches, reports and dashboards. |
Persons Uniqueness Rules | Define the field or combination of fields which will be used to guarantee the uniqueness of a person's contact information. Uniqueness is validated when creating or updating contact information. E.g., (Last name and ID number) OR Social Security Number. |
Companies Uniqueness Rules | Define the field or combination of fields which will be used to guarantee the uniqueness of a company's contact information. Uniqueness is validated when creating or updating contact information. E.g., (Name and VAT number) OR VAT Number only. |
| Name Day Rules | Rules are used to assign a name day (if applicable) to contact information. Provide the date of the name day and all names which celebrate on that day, including name variations, separated by a comma. Once the rules are in place, execute the name day application process to assign the name day to the contact information of contacts that have a name day. |
Authorisation Settings | |
Define a default setting regarding whether direct or affiliate marketing material should be sent to new contacts. The default can be changed from the contact information Data Entry page. For a description on setting up and using authorisation settings, refer to Contact notification preferences. | |
| Supported Preferences | |
Addresses - Emails - Phones - Relations | Define the types which are supported by the system. |
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