| |
|---|
| Main Information |
|---|
Type* | The Contact Information type (Person or Company) |
|---|
Preferred Language | Status |
|---|
| colour | Blue |
|---|
| title | Available from CRM.COM R12.0.0 |
|---|
|
| The Contact's Preferred Language that will be used while sending communications to this when Communications are sent to the Contact. If not none is specified, then the System will use its default language to communicate the Contact. |
|---|
| For Contact Person |
|---|
Gender | The gender of the person (Male/Female) |
|---|
| Title | The title of the person |
|---|
First Name | The first name of the person |
|---|
Middle Name | The middle name of the person |
|---|
Last Name | The last name of the person |
|---|
Profile Photo | The profile photo of the person |
|---|
| For Contact Company |
|---|
Company Name* | The name of the company |
|---|
Profile Photo | The profile photo of the company |
|---|
| ADDRESSES |
|---|
Addresses | The addresses of the specific person | |
|---|
Type * | The type of the address such as Business, Home e.t.c This is a mandatory field if an address is specified, but not mandatory for the Contact Information. You can have one address type per Contact Information |
|---|
Country | The address country |
|---|
Street Name * | The address street name
(Mandatory on conditions: only for existing addresses) |
|---|
Street Number | The address street number |
|---|
Postal Code | The address postal code |
|---|
Floor | The address floor |
|---|
Apartment | The address apartment number |
|---|
Area | The address area |
|---|
Town/City | The address town or city |
|---|
District | The address district |
|---|
Municipality | The address municipality |
|---|
PO Box | The address PO Box |
|---|
PO Box Postal Code | The address PO Box Postal Code |
|---|
Care of | The address care of information |
|---|
|
|---|
| PHONES |
|---|
Phones | The phones of the specific person | |
|---|
Type * | The type of the phone such as Mobile, Landline e.t.c This is a mandatory field if a phone is specified but not mandatory for the Contact Information. You can have one phone type per Contact Information. |
|---|
| Country * | The phone country |
|---|
Area Code | The phone area code |
|---|
Phone Number * | The phone number
(Mandatory on conditions: only for existing phones) |
|---|
Notes | Notesfor the specific phone |
|---|
|
|---|
| EMAILS |
|---|
Emails | The emails of the specific person | |
|---|
Type * | The type of the email. It is mandatory for each specified email but not mandatory for the whole Contact Information. You can have one email type per Contact Information. |
|---|
Email Address * | The email address.
Mandatory on conditions: It is mandatory only for existing emails and it should include the character @ and a dot at a position after the @. |
|---|
Notes | Notesfor the specific email address |
|---|
|
|---|
DEMOGRAPHICS
Section is available for Contact Persons |
|---|
Demographics | The demographic information of the specific person | |
|---|
Date of birth | The date of birth of the specific person |
|---|
Name Day | The name day of the specific person. | Status |
|---|
| colour | Blue |
|---|
| title | Available from CRM.COM R12.0.0 |
|---|
|
Name Days can be automatically applied on Contact Persons through the Name Day Application Definition and based on the Name Day Rules configured in Contact Information Definitions. |
|---|
Country of Residence | The country of residence of the specific person |
|---|
ID Number | The ID number of the specific person |
|---|
| Registration Country | The ID registration country of the specific person |
|---|
Passport Number | The passport number of the specific person |
|---|
| Registration Country | The passport registration country of the specific person |
|---|
Social Security Number | The social security number of the specific person |
|---|
Industry | The Industry that the specific person belongs to |
|---|
Industry Sector | The Industry sector that the specific person belongs to |
|---|
|
|---|
COMPANY PROFILE
Section is available for Contact Companies |
|---|
Company Profile | The company profile | |
|---|
Industry | The Industry that the company belongs to |
|---|
Industry Sector | The Industry sector that the company belongs to |
|---|
Profile Year | The company’s profile year. It should be a number with 4 digits |
|---|
Annual Turnover | The company’s annual turnover |
|---|
Established on | The date that the company was established |
|---|
Number of Employees | The company’s number of employees |
|---|
| Tax reference Number | The company’s tax reference number |
|---|
Registration Details | The company’s registration details which include the following: - Registration Number: The company registration number. A free text field
- Registered in: The company registration country. A country field
|
|---|
VAT Registration | The company’s VAT registration details which include the following: - VAT Number: The company VAT number. A free text field
- By: VAT registered by. A free text field
- On: VAT registration date. A date field
|
|---|
|
|---|
| RELATIONS |
|---|
| Relations | The related Contact Information and the relation with the specific person | |
|---|
Related Contact * | The related contact which can be selected from existing Contact Information |
|---|
Type * | The relation type between the two contacts. The available relations are filtered based on the business & personal relations specified on the active Contact Information Definition |
|---|
| Notes | Notesfor the specific relation |
|---|
|
|---|
| AUTHORISATION SETTINGS |
|---|
Authorisation Settings | Authorisation settings defining whether the contact allows to be contacted for direct and affiliate marketing material. System will set by default the settings as set in the active Contact Information Definition | |
|---|
| Send me Direct Marketing material | Defines whether the contact wants to be contacted or not through Customer Care Notifications run for Direct Marketing Purposes. In addition, the date on which this authorization was set and the user who updated this information by either setting its value to Yes or No are kept. In order for the setting to be taken into consideration when executing Notification Runs then the respective setting in Notification Type should be selected. (i.e.Apply Contact Information Data Protection for Direct Marketing should be checked) If the setting in the Notification Type is not checked, then the system will create the notification and communication for the customer, no matter what the preferred selection is in the Contact Information. If for one of the 2 between Affiliate and Direct settings are set to No then a notification/communication won't be created. | Info |
|---|
| title | Subscribe in and Out of Direct Marketing via emails |
|---|
| - Subscribing in (Opt In) and Subscribing Out (Opt Out) of Direct marketing material can also be done automatically, from the contact via email links.
For more information visit Understanding Communications Key Concepts section related to email and link tracking.
|
|
|---|
| Send me Affiliate Marketing material | Defines whether the contact wants to be contacted or not through Customer Care Notifications run for Affiliate Marketing Purposes. In addition, the date on which this authorization was set and the user who updated this information by either setting its value to Yes or No are kept. In order for the setting to be taken into consideration when executing Notification Runs then the respective setting in Notification Type should be selected. (i.e.Apply Contact Information Data Protection for Affiliate Marketing should be checked) If the setting in the Notification Type is not checked, then the system will create the notification and communication for the customer, no matter what the preferred selection is in the Contact Information. If for one of the 2 between Affiliate and Direct settings are set to No then a notification/communication won't be created.
| Info |
|---|
| title | Subscribe in and Out of Affiliate Marketing via emails |
|---|
| - Subscribing in (Opt In) and Subscribing Out (Opt Out) of Affiliate marketing material can also be done automatically, from the contact via email links.
For more information visit Understanding Communications Key Concepts section related to email and link tracking.
|
|
|---|
|
|---|
| ATTACHMENTS |
|---|
Attachments | The attachments related with the specific person |
|---|
| LOG INFORMATION |
|---|
Privacy Level | The privacy level of the specific contact. It is always read-only and can be changed through a dedicated action or it will be automatically set by the Privacy Level Assignment Rules (PLAR) |
|---|
Owned by Group | The group that owns the specific Contact Information which will automatically default to the group of the signed in user or will be automatically set based on the geographical area of the contact as defined in Groups |
|---|
Category | The category that the person belongs to |
|---|
Log Details | Includes the standard log information plus the shared notes |
|---|