The contact information type which in this case is Person

The gender of the person which can be either Male or Female

The title of the person

The first name of the person

The middle name of the person

The last name of the person

A category that the person belongs to

The profile photo of the person

The group that owns the specific contact information

The privacy level of the specific contact. It is always read only and can be changed through a dedicated action

The demographic information of the specific contact informationperson

The addresses of the specific contact informationperson

The phones of the specific contact informationperson

The emails of the specific person

Includes the standard log information plus the shared notes

The Files and URL attachments related with the specific contact informationperson

The date of birth of the specific person.

The name day of the specific person.

The country of residence of the specific person

The person’s ID number of the specific person

The person’s passport number of the specific person

The person’s social security number of the specific person

The Industry that the specific person belongs to

The Industry sector that the specific person belongs to

The type of the Addressaddress. It is mandatory for each specified address but not mandatory for the whole contact information. It should be unique Each address type can be added maximum once for each contact information.

The address

country

The address street name .
(Mandatory on conditions: only for existing addresses)

The address street number

The address postal code

The address floor

The address apartment number

The address area

The address town or city

The address district

The address municipality

The address country

The address PO Box

The address PO Box Postal Code

The address care of information

Notes for the specific address

The type of the phone. It is mandatory for each specified address but not mandatory for the whole contact information. It should be unique Each phone type can be added maximum once for each contact information.

The phone area code

The phone number.
(Mandatory on conditions: only for existing phones) 

The full phone number. It is generated automatically and is equal to the area code followed by the phone number

Notes for the specific phone

The type of the email. It is mandatory for each specified email but not mandatory for the whole contact information. It should be unique Each email type can be added maximum once for each contact information.

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 for the specific email

The related contact information

The relation type between the two contacts. The available relations are filtered based on the business & personal relations specified on the active contact information definitions.

The contact information type which in this case is Company

The name of the company

A category that the company belongs to

The profile photo of the company

The group that owns the specific contact informationcompany

The privacy level of the specific contact informationcompany. It is always read only and can be changed through a dedicated action

The company profile

The company addresses

The company phones

The company emails

Includes the standard log information plus the shared notes

The Files and URL attachments related with the specific contact informationcompany

The Industry that the person company belongs to

The Industry sector that the person company belongs to

The company’s profile year. It should be a number with 4 digits

The company’s annual turnover

The date that the company was established

The company’s number of employees

The company’s registration details which includes include the following:

• Registration No.: Number: The company registration number. A  free text field
• Registered in:  The company registration country. A date country field

The company’s VAT registration details which includes include the following:

• Registration No.: VAT Number: The company VAT number. A free text field
• Registered by: By: VAT registered by. A free text field
• Registered on: On: VAT registration date. A date field

The type of the Addressaddress. It is mandatory for each specified address but not mandatory for the whole contact information. It should be unique Each address type can be added maximum once for each contact information.

The address

country

The address street name.

Mandatory on conditions:It is mandatory only for existing addresses

The address street number

The address postal code

The address floor

The address apartment number

The address area

The address town or city

The address district

The address municipality

The address country

The address PO Box

The address PO Box Postal Code

The address care of information

Notes for the specific address

Indicates if the address is active or inactive. Only active addresses are displayed on Contact Information screen, but an option to show inactive addresses exists. Actions to change the state from active to inactive and vise versa are also supported

The type of the phone. It is mandatory for each specified address but not mandatory for the whole contact information. It should be unique Each phone type can be added maximum once for each contact information.

The phone area code

The phone number.
Mandatory on conditions: It is mandatory only for existing phones

The full phone number. It is generated automatically and is equal to the area code followed by the phone number

Notes for the specific phone

Indicates if the phone is active or inactive. Only active phones are displayed on Contact Information screen, but an option to show inactive phones exists. Actions to change the state from active to inactive and vise versa are also supported

The type of the email. It is mandatory for each specified email but not mandatory for the whole contact information. It should be unique Each email type can be added maximum once for each contact information.

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 for the specific email

Indicates if the email is active or inactive. Only active emails are displayed on Contact Information screen, but an option to show inactive emails exists. Actions to change the state from active to inactive and vise versa are also supported

The related contact information

The relation type between the two contact information. The available relations are filtered based on the business & personal relations specified on the active contact information definitions.

• Active Contact Information definition exists in the system

• Mandatory fields
  • First Name - Contact Person
  • Last Name - Contact Person
  • Company Name - Contact Company
  • Any other fields defined in the Uniqueness Rule
  • If any of the address types are defined and automatically added on the Contact then the following fields are mandatory
    • Street Name
  • If any of the phone types are defined and automatically added on the Contact then the following fields are mandatory
    • Phone number
  • If any of the email types are defined and automatically added on the Contact then the following fields are mandatory
    • Email
  • If a contact is defined in the Relations then the following fields are mandatory
    • Relation