Contact
Maintain Contacts
Help
The Contact Window allows you to maintain Contacts who are individuals you deal with. Contacts may also be internal or external users who can log into the system and have access to functionality via one or more roles. A contact can also be a business partner contact.
Beta functionality is not fully tested or completed.
Window Type
Maintain
The Sales Transaction checkbox indicates if this item is a Sales Transaction.
Tabs
Contact
Description The contact details
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Name
Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Comments
Description Comments or additional information Help The Comments field allows for free form entry of additional information.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
EMail Address
Description Electronic Mail Address Help The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com). The Email Address is used to access the self service application functionality from the web.
Phone
Description Identifies a telephone number Help The Phone field identifies a telephone number
2nd Phone
Description Identifies an alternate telephone number. Help The 2nd Phone field identifies an alternate telephone number.
Fax
Description Facsimile number Help The Fax identifies a facsimile number for this Business Partner or Location
Title
Description Name this entity is referred to as Help The Title indicates the name that an entity is referred to as.
Business Partner
Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson
Partner Location
Description Identifies the (ship to) address for this Business Partner Help The Partner address indicates the location of a Business Partner
Position
Description Job Position
Birthday
Description Birthday or Anniversary day Help Birthday or Anniversary day
Last Contact
Description Date this individual was last contacted Help The Last Contact indicates the date that this Business Partner Contact was last contacted.
Last Result
Description Result of last contact Help The Last Result identifies the result of the last contact made.
Activity
Description Contact Activity
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
User/Contact
Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact
Activity Type
Description Type of activity, e.g. task, email, phone call
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Sales Representative
Description Sales Representative or Company Agent Help The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.
Sales Opportunity
Comments
Description Comments or additional information Help The Comments field allows for free form entry of additional information.
Start Date
Description First effective day (inclusive) Help The Start Date indicates the first or starting date
End Date
Description Last effective date (inclusive) Help The End Date indicates the last date in this range.
Complete
Description It is complete Help Indication that this is complete