Page Comparison

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Sub-module	Type	Classification	Navigation	Dig In
Contact Information Definition	Configuration		CONFIGURATIONCRM APPLICATIONCONTACT INFORMATIONSET UP BUSINESS DEFINITIONS	Configuring Contact Information Definitions
Contact Information Categories	Configuration		CONFIGURATIONCRM APPLICATIONCONTACT INFORMATIONSET UP CATEGORIES	Configuring Contact Information Categories
Contact Information Industries	Configuration		CONFIGURATIONCRM APPLICATIONCONTACT INFORMATIONSET UP INDUSTRY SECTORS	Configuring IndustriesContact Information
Contact Information Industry Sectors	Configuration		CONFIGURATIONCRM APPLICATIONCONTACT INFORMATIONSET UP INDUSTRIES	Configuring Industry SectorsContact Information

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contact information definition contact information definition

Step 1: Setting up Contact Information Definitions

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• Rules
  • Name Rules: Select the way that you would like names to be displayed in the System by selecting the respective radio button.
  • Persons Uniqueness Rules: Select the fields that should be unique within the System, by checking the respective boxes.
  • Companies Uniqueness Rules: Select the fields that should be unique within the System, by checking the respective boxes.
• Supported Preferences
  • Addresses:  Select the address Types that you want to make available in the Contact Information Address Tab. You can specify your labels for each Type.
  • Emails: Select the email Types that you want to make available in the Contact Information Email Tab. You can specify your labels for each Type.
  • Phones: Select the phones Types that you want to make available in the Contact Information Phones Tab. You can specify your labels for each Type.
  • Relations: Select the relations Types that you want to make available in the Contact Information Relations Tab. You can specify your labels for each Type.

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