| # Contact (tccom1640m000) Use this session to view, enter, and maintain contacts. You can start this session: From the Contacts (tccom4540m000) overview session, by double-clicking a record, or by entering a new contact. From the Contacts by Business Partner Role (tccom4545m000) session, by double-clicking a record. Stand-alone. Tabs The lines on the tabs refer to these sessions: Activities Refers to the Activities (tccom6100m000) session. On this tab, you can view, enter, and maintain activities by contact. Notes Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the contact. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started. Business Partners Refers to the Business Partner Roles by Contact (tccom4546m000) session. On this tab, you can view, enter, maintain, and delete business partner roles by contact, and define whether the contact is the primary contact for a role. If you double-click a line on this tab, the Business Partner (tccom4100s000) session is started. Categories Refers to the Categories by Contact (tccom4141m000) session. On this tab, you can link contact categories to a contact. Additional Attributes Refers to the Attributes by Contact (tdsmi1123m000) session. On this tab, you can add attributes to a contact. Document Output Management Rules Refers to the Document Output Management Rules (tccom6170m000) session. Related topics Business partner contacts CRM – overview Integration between LN and Twitter Contact The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Active If this check box is selected, the contact is active and can be used. Important! If you change a contact from active to inactive, LN checks whether the contact is the primary contact for one of the business partner roles. If this is the case, before you can inactivate the contact you must first delete the contact as the primary contact for the business partner role, or assign another contact as the primary contact in the Business Partner Roles by Contact (tccom4546m000) session. Synchronize If this check box is selected, the contact must be synchronized with Microsoft Exchange. Note This check box is only visible if the Synchronize Contacts check box is selected in the COM Parameters (tccom0000s000) session. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange CRM – master data Salutation The salutation for the contact. Title The title used on the documents addressed to the contact. Full Name The contact's first, middle, and last name. Note If a full name is entered, name details, such as First Name and Last Name are automatically generated in the Contact Name Details (tccom4140s100) session. Click the Details button to start this session. Business Partner The contact's general business partner, which is the contact's employer. Note Only business partners with the Active or Prospect status can be selected from the Business Partners (tccom4500m000) session. Click the New button to enter a new business partner in the Easy Entry Business Partner (tccom4201m000) session. If this field is filled, the contact is also linked to the business partner in the Contacts by Business Partner Role (tccom4545m000) session. Related topics Integration between LN and Twitter Job Title The contact's job title. Department The contact's department. Source The places, events, or methods where or through which business partners come in contact with your company (for example, a trade fair or an advertisement). Picture The contact's picture. You can add a picture by a drag-and-drop operation. The picture can have the following extensions: .jpg, .gif, or .png. Work Address The contact's work address. Note If the Business Partner field is filled, the work address is defaulted from the business partner. You can select an address from the Addresses (tccom4530m000) session or click the New button to enter a new address in the Addresses (tccom4130s000) session. Address Line 1 The first part of the address, as defaulted from the Address Line 1 field in the Addresses (tccom4130s000) session. Address Line 2 The second part of the address, as defaulted from the Address Line 2 field in the Addresses (tccom4130s000) session. Address Line 3 The third part of the address, as defaulted from the Address Line 3 field in the Addresses (tccom4130s000) session. Address Line 4 The fourth part of the address, as defaulted from the Address Line 4 field in the Addresses (tccom4130s000) session. Address Line 5 The fifth part of the address, as defaulted from the Address Line 5 field in the Addresses (tccom4130s000) session. Address Line 6 The sixth part of the address, as defaulted from the Address Line 6 field in the Addresses (tccom4130s000) session. Do not call If this check box is selected, the contact does not want to receive phone calls. Office Phone The phone number at the business address. Note If a full office phone number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Office Phone Number Details (Contact) (tccom4140s200) session. Click the Details button to start this session. Primary Office Phone If this check box is selected, the office phone number is the contact's primary phone number. Mobile Phone The contact's mobile phone number. Note If a full mobile phone number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Mobile Phone Number Details (Contact) (tccom4140s400) session. Click the Details button to start this session. Primary Mobile Phone If this check box is selected, the mobile phone number is the contact's primary phone number. Home Phone The contact's home phone number. Note If a full home phone number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Home Phone Number Details (Contact) (tccom4140s300) session. Click the Details button to start this session. Primary Home Phone If this check box is selected, the home phone number is the contact's primary phone number. Opted Out If this check box is selected, the contact does not want to receive promotional e-mail messages. E-mail The contact's e-mail address. Private Address The contact's private address. Note You can select an address from the Addresses (tccom4530m000) session or click the New button to enter a new address in the Addresses (tccom4130s000) session. Address Line 1 The first part of the address, as defaulted from the Address Line 1 field in the Addresses (tccom4130s000) session. Address Line 2 The second part of the address, as defaulted from the Address Line 2 field in the Addresses (tccom4130s000) session. Address Line 3 The third part of the address, as defaulted from the Address Line 3 field in the Addresses (tccom4130s000) session. Address Line 4 The fourth part of the address, as defaulted from the Address Line 4 field in the Addresses (tccom4130s000) session. Address Line 5 The fifth part of the address, as defaulted from the Address Line 5 field in the Addresses (tccom4130s000) session. Address Line 6 The sixth part of the address, as defaulted from the Address Line 6 field in the Addresses (tccom4130s000) session. Reports to The manager to whom the contact reports. Note You can select a manager from the Contacts (tccom4540m000) session or click the New button to enter a new manager in the Contact (tccom1640m000) session. Assistant The contact's assistant. Note You can select an assistant from the Contacts (tccom4540m000) session or click the New button to enter a new assistant in the Contact (tccom1640m000) session. Buyer Role A classification of a contact's role in the decision making process related to an opportunity. With this classification, sales representatives know, for example, how to approach a contact to win a deal. A buyer role can be, for example, economic buyer, decision maker, influencer. Promotion Use this field to select a promotion for the contact. Extension for Office Phone The direct distance dialing number at the business address. Primary Extension for Office Phone If this check box is selected, the Extension for Office Phone is the contact's primary phone number. Language The contact's preferred language. Messenger The type of messenger the contact uses. Electronic Messenger The contact's messenger ID for the selected messenger type. Website The contact's website. Fax The contact's fax number at the business address. Note If a full fax number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Fax Number Details (Contact) (tccom4140s500) session. Click the Details button to start this session. Gender The contact's gender. Birthday The contact's birthday. Attention The contact's attention code. Created by The user who first created and saved this contact data. Date Created The date on which this contact data is first created and saved. Last Modified by The user who last modified and saved this contact data. Date Last Modification The date on which this contact data is last modified and saved. Text Use this field to enter a text related to the contact. Type Use this field to select the contact's status. Allowed values Contact Type Social Media Social Media Type Select the type of social media that the contact uses. Related topics Integration between LN and Twitter Social Media Link Specify the account or the tag(s) for the social media type. Example: http://nl.linkedin.com/in/johndoe The contact's Linkedin profile is displayed. Note If you specified a Twitter account or Twitter tag(s) in this field and you use Infor Ming.le for LN, you can also call the Twitter Tracker Context Application to display the contact's latest tweets. Related topics Integration between LN and Twitter Twitter Starts the Twitter Web site with the profile of the contact. Twitter Tags Starts the Twitter Web site with the tweets that include the specified tag(s). Facebook Starts the Facebook Web site with the profile of the contact. Linkedin Starts the LinkedIn Web site with the profile of the contact. Myspace Starts the MySpace Web site with the profile of the contact. |