| 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. Lines Activities The lines on the Activities tab refer to the Activities (tccom6100m000) session. On this tab, you can view, enter, and maintain activities by contact. Notes The lines on the Notes tab refer 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 The lines on the Business Partners tab refer 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 or not 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 The lines on the Categories tab refer to the Categories by Contact (tccom4141m000) session. On this tab, you can link contact categories to a contact. Additional Attributes The lines on the Additional Attributes tab refer to the Attributes by Contact (tdsmi1123m000) session. On this tab, you can add attributes to a contact. Related topics Business partner contacts CRM – overview
Fields | Description
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, ERP 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 Synchronization of 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.
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 picure 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 | The phone number at the business address.
Primary | 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.
Primary | If this check box is selected, the mobile phone number is the contact's primary phone number.
Home | The contact's home phone number.
Primary | 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.
Office Phone (ext) | The direct distance dialing number at the business address.
Primary | If this check box is selected, the Office Phone (ext) 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.
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 | Select the type of social media the contact uses.
Weblink | Enter the weblink that launches the website for the social media type. Example: http://nl.linkedin.com/in/johndoe The Linkedin Website with the profile of the contact is started.
Commands | Description
Twitter | Starts the Twitter website with the profile of the contact.
Facebook | Starts the Facebook website with the profile of the contact.
Linkedin | Starts the LinkedIn website with the profile of the contact.
Myspace | Starts the MySpace website with the profile of the contact.
Hyves | Starts the Hyves website with the profile of the contact.