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 full name	Click Edit to view the Edit Name window. See Adding or modifying name information (
Account to which the contact is linked	Click the name to jump to the Account detail view. See Using the Account detail view
Web address for the account	Click in the field, and specify the required changes. To access the Web site, click WWW.
Contact's title within the account's company	Click the 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	The work telephone number of the contact. Click in the field and specify the required changes. Note: If the work phone number is changed you are prompted to update phone numbers of related contacts.
Mobile	Contact 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 access the Edit Address window. See Adding or modifying an alternate address Note: If the address is changed you are prompted to update addresses of related contacts To view a map of the address, click Map. If Contour integration is enabled and configured, a map displays using the Contour provider. If a provider is not configured, the address displays in MapQuest.
Assistant	Specify the name of the contact 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 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 first name. If the contact name is changed, the information do 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.