Creating contact master data

You can use the Contact Masters page as a stand-alone solution to manage your contact master data if not provided by the ERP system.

Note: If you use the Contact Masters page as a stand-alone solution, the ContactMaster BOD import must be deactivated.

To create contact master data:

  1. Select Master Data > Contact Masters.
  2. Click Create.
  3. Specify the header information. You can specify all fields except the Last Modified By, Last Import Date, and Accounting Entity fields.
    Contact
    This field contains the ID of the contact master data.
    Version
    This field contains the version of the contact master data.
    Title
    This field indicates the title of the contact person.
    First Name
    This field contains the first name of the contact person.
    Middle Name
    This field contains the middle name of the contact person.
    Last Name
    This field contains the last name of the contact person.
    Name Suffix
    This field contains the name suffix of the contact person.
    Gender
    This field indicates the gender of the contact person.
    Birthday
    This field indicates the birthday of the contact person.
    Job Title
    This field indicates the job title of the contact person.
    Department
    This field indicates the contact person's department.
    Contact Status
    This field shows the status of the contact master data. The contact statuses Open, Closed, Pending, and Deleted are available.
    Note
    This field shows a note on the contact person.
    Effective from Date
    Review or specify the first day on which the master data are valid.
  4. At the bottom of the page, click Create to specify the Contact Master Details.
    The Communications dialog box opens.
  5. Specify the details of a contact person as required:
    Default Communication Channel
    Select the check box, if the contact person is the default contact.
    Sequence
    This field shows the sequence number of the contact.
    Channel Code
    This field shows the channel code. You can select a channel code from the drop-down list. Available channel codes are Phone, E-Mail, Messenger, Website, and Social Media.
    Use Code
    Shows the use of the communication channel.
    Country Prefix
    Shows the country where the contact person is located.
    Area Code
    Shows the area code of the contact person.
    Phone Number
    Shows the phone number of the contact person.
    Extension
    Shows an extension for the contact person.
    URI
    Shows an URI web address of a resource from the contact person.
    Language
    Shows the language of the contact person.
    Do Not Mail
    Select the check box, if e-mail contact is unwanted.
    Do Not Call
    Select the check box, if telephone contact is unwanted.
  6. To save the contact master details, click OK.
  7. To save the contact master data, click Save.
    A notification displays that the contact master data has been saved successfully.