Contact Fields

The information fields contain information about the record.

Note: The workspace can be different based on access rights provided to you or if your installation has been customized.


Fields	Description
Contact and Account Images	The Contact Image displays the contact’s initials if an image is not defined. The Account image inherits the image from the account if an image has been defined for the account. For example, the company’s logo. To add or update an image drag and drop an image file to either the Contact image or Account image box. Note: Contact images have a maximum size of 72x72 pixels and Account images have a maximum size of 72x144 pixels.
Contact's full name	Click (Edit) to open the Edit Name dialog box.
Account to which the contact is linked	Click the name to jump to the Account Detail view.
Web address for the account	Click in the field, and specify the required changes. To open the Web site, click (WWW).
Contact's title within the account's company	Click the drop-down arrow and select an item from the list.
Contact's email address	Click in the field and type any changes. To send an email message to the contact, click (Email).
Work	Contact's work telephone number. Click in the field and specify the required changes.
Mobile	Contact's mobile telephone number. Click in the field and specify the required changes.
Information
Account Manager	Person or team within your organization that manages the account relationship. Click (Find) to find the person or team within your organization that manages the account relationship.
Address	Address or location of the contact. May be different from the account address. Click (Edit), to open the Edit Address dialog box. To view a map of the address, click (Map). If Contour integration is enabled and configured, a map opens using the Contour provider. If a provider is not configured, the address opens in MapQuest.
Assistant	Specify the name of the contact's assistant.
Authorized Service Contact	Contacts marked with Authorized Service Contact indicates that they are authorized to call in for support on an account.
Dear	The contact's name to be used in the salutation of a letter, fax, or email. Click in the field 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.
Do not Solicit Do not Email, Do not Call, Do not Mail, Do not Fax	If selected, designates the contact as Do not Solicit. Contacts marked as Do not Solicit may be filtered out of the Mail Merge process and Marketing Campaigns. 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.
Fax	Contact's fax telephone number. Click in the field and specify the required changes.
Home	Contact's home telephone number. Click in the field and specify the required changes.
Other	Any other number the contact may give you. Click in the field and specify the required changes.
Owner	Person or team within your organization that has access to the account.
Preferred Contact	This is the preferred method of correspondence with the contact/account. Click the drop-down arrow and select Email, Phone, Fax, or Letter.
Primary Contact for Account	If selected, designates the contact as the primary contact for the account.
Purchase Likelihood Score	The calculated probability that a customer purchases a product within the next 30 days, indicated as a percentage.
Status	The status of the contact within your organization. Click the field and select an item from the list.
Type	Category of the contact; for example, if the contact is a decision maker. Click the field and select an item from the list.