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Learn to set up business processes and rules related to Contact Information.
Mandatory Configuration Links to manuals of Contact Information Configuration Modules that are required for the module to work correctly
Related Configuration Links to manuals of Configuration Modules other than the Contact Information that offer additional functionality or are required for the module to work correctly
Optional Configuration Links to manuals of Contact Information Configuration Modules that offer additional functionality but are not required for the module to work correctly
Mandatory Configuration
The following modules must be configured in order to use Contact Information:
| Module Name | Manual | Description |
|---|---|---|
| Contact Information Definition | Configuring Contact Information Definitions | Configure Contact Information Business Definitions that determine overall behaviour of Contact Information |
Related Configuration
The following modules are related to, but are not a part of, Contact Information. Such entities either:
- Must be configured (accordingly) in order to be able to use the Contact Information module at its full capacity (Configuration Type = Mandatory)
OR - May be configured to add functionality to the Contact Information (Configuration Type = Optional)
| Module Name | Manual | Description | Configuration Type |
|---|---|---|---|
Privacy Level Assignment Rules | Provides automations on setting the privacy level of the record | Optional |
Optional Configuration
The following entities are available and can be configured under Contact Information. A working CRM.COM model can exist without them being configured.
| Module Name | Manual | Description |
|---|---|---|
| Contact Information Categories | Configuring Contact Information Categories | Configure available categories to be added to contacts |
| Contact Information Industries | Configuring Industries | Configure available industries to be added to contacts |
| Contact Information Industry Sectors | Configuring Industry Sectors | Configure available industry sectors to be added to contacts |