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Understand the usage of Contact Information within CRM.COM |
What does this section cover?
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What is Contact Information?
Contact Information is all the information which is needed in order to contact a customer or a prospect customer, who can either be a physical person or a company. Contacts are considered to be customers only if they hold a customer account (accounts receivable).
Contact Information Glossary
| Term | Description |
|---|---|
Customer | Customers are not an entity in CRM.COM. Physical persons or companies are considered to be customers if they hold a customer account (accounts receivable). |
Contact Information Key Processes and Concepts
| Processes / Concept | Description |
|---|---|
Contact Information Uniqueness Rule | Define the Contact Information fields which will be considered as unique. The system differentiates between Contact Persons and Contact Companies. |
| Contact Information Life Cycle State | A customer is not an entity within CRM.COM. The module used for representing customers is Contact Information. The differentiation of having a contact used for any purpose other than being registered as a customer, and the customers, is based on the Life Cycle State of the contact which is automatically applied by the system. If the contact is related to an accounts receivable then the Life Cycle State is set to Financial. If no relation exists then the Life Cycle State is set to Marketing.
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Contact Information Network Characteristics
Network Characteristics define the level of access for each record i.e., whether it will be available for selection, viewing, editing etc.
| Entity | Network Characteristics |
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| Contact Information |
Contact Information Related Modules
| Interaction Entity | How |
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| Accounts Receivable | Accounts receivable owned by Contact Information |
| Communication | Communications logged for Contact Information |
| Activity | Activities scheduled for Contact Information |
| Leads | Lead is created on a Contact Information |
Contact Information - Business Examples
The following section provides business examples to help you understand how CRM.COM Contact Information module is used.
Setting up Contact Information Uniqueness Rules - Contact Company
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Business Requirement Company ZX would like to ensure that no Contact Information for a company has the same VAT Registration Number with another company. CRM.COM Solution
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Setting up Contact Information Uniqueness Rules - Contact Person
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Business Requirement Company ZX would like to ensure that no Contact Information has the same ID Number with another contact. CRM.COM Solution
Business Requirement Company ZX would like to ensure that no Contact Information has the same ID Number and Social Security Number (SSN) with another contact i.e., 2 contacts can have the same ID Number with a different SSN or they can have the same SSN with a different ID Number, but they cannot have both ID Number and SSN the same. CRM.COM Solution
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Address Types for Company ZX
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Business Requirement Company ZX keeps the following addresses for its customers: Home, Business, Invoice and PO Box but the Home address is mandatory and hence needs to make sure that it will always be added. CRM.COM Solution
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Financial and Marketing Life Cycle State
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Business Requirement Company ZX registers 2 contacts in the system. One as a new subscriber and another one as a potential lead. See below how their Life Cycle State is set by the system CRM.COM Solution
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