Contact Information Boxes
The following table describes the default information boxes.
|Contact's full name.
|Account||Account to which the contact is linked. Click the name to jump to the Accountt Detail view.|
|Title||Contact's title within the account's company. Click the
|Asst.||Type the name of the contact's assistant.|
The contact's name to be used in the salutation of a letter, fax, or e-mail. Click in the box and type any changes.
By default, this is populated with the contact's first name. If the contact name is changed, the information will not update automatically.
Address or location of the contact. May be different from the account address.
To view a map of the address, click the Map button. If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest<![CDATA[ ]]>
|Work||Contact's work telephone number. Click in the box and type any changes.|
|Fax||Contact's fax telephone number. Click in the box and type any changes.|
|Mobile||Contact's mobile telephone number. Click in the box and type any changes.|
|Home||Contact's home telephone number. Click in the box and type any changes.|
|Other||Any other number the contact may give you. Click in the box and type any changes.|
|Preferred Contact||This is the preferred method of correspondence with the contact/account. Click the drop-down arrow and select E-mail, Phone, Fax, or Letter.|
|Contact's e-mail address. Click in the box and type any changes. To send an e-mail message to the contact, click the E-mail button.|
||Web address for the account. Click in the box, and type any changes.
||If selected, designates the contact as the primary contact for the account.|
|Authorized Service Contact||Contacts marked with "Authorized Service Contact" indicates that they are authorized to call in for support on an account.|
|Do not Solicit||If selected, designates the contact as "Do not Solicit". Contacts marked as "Do not Solicit" are filtered out of the Mail Merge process and Marketing Campaigns.|
|Do not Email, Do not Call, Do not Mail, Do not Fax||If Do not Solicit is not selected for the contact, any combination of one or more of the remaining Do not fields can be selected.|
|Owner||Person or team within your organization that has access to the account.|
|Account Manager||Person or team within your organization that manages the account relationship.
|Type||Category of the contact; for example, if the contact is a decision maker. Click the
|Status||The status of the contact within your organization. Click the
|Purchase Likelihood Score||The calculated probability that a customer will purchase a product within the next 30 days, represented as a percentage.|
What's New in this Release
For a list of new features, see the What's New In This Release topic.
Getting Started with Infor CRM Web Client
Infor CRM Quick Reference for the Web User
This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at firstname.lastname@example.org.