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Find out how to create a new Contact Information |
What does this section cover?
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Navigating to Contact Information
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CRM APPLICATION > CONTACT INFORMATION > MANAGE CONTACT INFORMATION |
Explaining Contact Information Fields
Person Contact Information
Name | Description |
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Type * | The contact information type which in this case is Person |
Gender | The gender of the person which can be either Male or 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 |
Category | A category that the person belongs to |
Profile Photo | The profile photo of the person |
Owned by Group | The group that owns the specific contact information |
Privacy Level | The privacy level of the specific contact. It is always read only and can be changed through a dedicated action |
Demographics | The demographic information of the specific person |
Addresses | The addresses of the specific person |
Phones | The phones of the specific person |
Emails | The emails of the specific person |
Relations | The related contact information and the relation with the specific person |
Log Information | Includes the standard log information plus the shared notes |
Attachments | The attachments related with the specific person |
Demographics
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Addresses
Addresses | The addresses of the specific person
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Phones
Phones | The phones of the specific person
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Emails
Emails | The emails of the specific person
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Relations
Relations | The related contact information and the relation with the specific person
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Log Information | Includes the standard log information plus the shared notes | ||||||||
Attachments | The attachments related with the specific person |
Company Contact Information
Name | Description |
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Type * | The contact information type which in this case is Company |
Company Name * | The name of the company |
Category | A category that the company belongs to |
Profile Photo | The profile photo of the company |
Owned by Group | The group that owns the specific company |
Privacy Level | The privacy level of the specific company. It is always read only and can be changed through a dedicated action |
Company Profile | The company profile |
Addresses | The company addresses |
Phones | The company phones |
Emails | The company emails |
Log Information | Includes the standard log information plus the shared notes |
Attachments | The attachments related with the specific company |
Company Profile
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Addresses |
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Addresses
The company addresses
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Phones |
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The company phones
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Emails |
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The company emails
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Relations |
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The related contact information and the relation with the specific company
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Log Information | Includes the standard log information plus the shared notes | |||||||
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Attachments | The attachments related with the specific company |
Creating and Saving, Validations and Restrictions
Action | Validations | Restrictions |
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Create |
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Save |
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Creating a Contact Information
- Search using the criteria available in the summary page
- From the top menu click on the NEW PERSON to open the Contact Information data entry page
- OR From the top menu click on the NEW COMPANY to open the Contact Information data entry page
Main Information
- Provide the mandatory Main Information for the contact
Addresses
- Type: Select the type of the address you would like to define
- Provide all the related address information
- Select a different type and provide information for second address
Repeat for all address types you would like to provide address
Phones
- Type: Select the type of the phone you would like to define
- Country: Select country
According to the selected country, the Area Code will be provided - Phone Number: Provide Phone number
Area code will be automatically concatenated - Select a different type and provide information for second phone number
Repeat for all phone types you would like to provide phone number
Emails
- Type: Select the type of the email address you would like to define
- Provide the email address information
- Select a different type and provide information for second address
Repeat for all address types you would like to provide address
Demographics / Company Profile
- Provide additional information either for Contact Person or Contact Company
Relations
- Outward Relations.
- Click on "ADD" and use modal to search for the related contact
- Type: Next to the Related Contact, select the Type of relationship from the drop down
- Click on "ADD" and use modal to search for the related contact
- Outward Relations.
Attachments
Include Page Attachments - Global Attachments - Global Log Information
The following information is automatically set by the system on saving the Contact InformationInclude Page Log Information - Global Log Information - Global - From the Action Menu click on "SAVE"
System Processing
Once saved the system will proceed with the following actions:
- Validate specified information based on the following:
- contact information uniqueness
- addresses
- emails
- phones
- mandatory fields
- unique fields
- If validation is completed successfully then
- Contact Information Life Cycle State is set
- If the contact information is related with an accounts receivable then the state is set to “Marketing”
- If the contact information is not related with an accounts receivable then the state is set to “Financial”
- Sets the contact information privacy levels if PLAR is defined
- Sets log information
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