Contact Information Boxes

The following table describes the default information boxes.

Box	Description
Name	Contact's full name. Click the Edit button to open the Edit Name dialog box.
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 drop-down arrow and select an item from the list.
Asst.	Type the name of the contact's assistant.
Dear	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	Address or location of the contact. May be different from the account address. Click the Edit button, to open the Edit Address dialog box. 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
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.
E-mail	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 URL	Web address for the account. Click in the box, and type any changes. To open the contact's Web site, click the WWW button.
Primary Contact for Acct	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. Click the Find button to find the 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 drop-down arrow and select an item from the list
Status	The status of the contact within your organization. Click the drop-down arrow and select an item from the list.
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.

Other Resources

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.