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To start using Contact Information configure the System to support your business model. In the following table, you can find the configuration modules related to Contact Information. 

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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Step 1: Setting up Contact Information

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Definitions

Start by configuring the Contact Information Definition Definitions to be able to create any Contact Information in the System.

Contact Information Definition is Definitions is a set of business rules and conditions which are used to create and maintain Contacts throughout their whole life cycleLife Cycle. At least one active 'Active' Contact Information definition Definition must exist in the System for users to be able to add new Contact Information. Use Contact Information definitions Definitions to define how the uniqueness of Contact Information representing Persons or Companies should be validated, how the Contact Information Name should be displayed across the software (for example First Name + Last Name, Last Name + Middle Name + First Name, etc.) and which of the address, phones or email types Types should be supported by the systemSystem.

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

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Step 2: Setting Up Contact Information Categories, Industry Sectors and Industries 

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• Contact Information Categories: Categories are used to classify Contact Information into generic groups based on specific similar common attributes that they share. Categories are configurable in the system, and their number System.  There can be in hundreds, while each contact information hundreds of Categories. Each Contact Information can be classified under only in one categoryCategory.
• Contact Information Industry Sectors: Industry sectors Sectors are used to define to define a number of large segment segments of the economy that shares share a similar business type. Usually, the number of sectors that are defined should be around a dozen. Industry sectors  Industry sectors have a flat structure , and they can be used as information in both companies and persons. Industry Sectors can be used for Contact information (Person and Company)Contact Information for both Companies and Persons.
• Contact Information Industries: Industries are used to define specific segments group segments of the economy that share highly similar business activities. Usually, the number of industries that are defined can be in the hundreds, as according to business activity. As each industry can be broken down into more specific industries. Therefore Industries have a hierarchical tree structure. Industries sub-categories, there can be hundreds defined.  Industries can be used as information in both companies and persons.

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