Contacts (tccom4540m000)

Use this session to view contacts, which you can maintain in the Contact (tccom1640m000) session.

When you double-click a record or click the New button, the Contact (tccom1640m000) session is started.

 

Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

First Name

The contact's first name.

Last Name

The contact's last name.

Job Title

The contact's job title.

Primary Phone

The contact's primary phone number.

E-mail

The contact's e-mail address.

Active

If this check box is selected, the contact is active and can be used.

Important!

If you change a contact from active to inactive, LN checks whether the contact is the primary contact for one of the business partner roles. If this is the case, before you can inactivate the contact, you must first delete the contact as the primary contact for the business partner role, or assign another contact as the primary contact in the Business Partner Roles by Contact (tccom4546m000) session.

Salutation

The salutation for the contact.

Title

The title used on the documents addressed to the contact.

Initials

The contact's initials, which are generated based on the value of the Initials Based On field in the COM Parameters (tccom0000s000) session.

Full Name

The contact's first, middle, and last name.

Middle Name

The contact's middle name.

Given Name

The name by which the contact is known.

Suffix

Any character behind the last name.

Search Key

The contact's search key.

Default value

The first 16 characters of the Last Name field.

Related topics

Type

The contact's status.

Allowed values

Contact Type

Promotion

The promotion linked to the contact.

Source

The places, events, or methods where or through which business partners come in contact with your company (for example, a trade fair or an advertisement).

Gender

The contact's gender.

Language

The contact's preferred language.

Birthday

The contact's birthday.

Business Partner

The contact's general business partner, which is the contact's employer.

Department

The contact's department.

Assistant

The contact's assistant.

Buyer Role

A classification of a contact's role in the decision making process related to an opportunity. With this classification, sales representatives know, for example, how to approach a contact to win a deal.

A buyer role can be, for example, economic buyer, decision maker, influencer.

Work Address

The contact's work address.

Private Address

The contact's private address.

Do not call

If this check box is selected, the contact does not want to receive phone calls.

Office Phone

The phone number at the business address.

Primary Office Phone

If this check box is selected, the office phone number is the contact's primary phone number.

Extension for Office Phone

The direct distance dialing number at the business address.

Primary Extension for Office Phone

If this check box is selected, the Extension for Office Phone is the contact's primary phone number.

Home Phone

The contact's home phone number.

Primary Home Phone

If this check box is selected, the home phone number is the contact's primary phone number.

Mobile Phone

The contact's mobile phone number.

Primary Mobile Phone

If this check box is selected, the mobile phone number is the contact's primary phone number.

Fax Number

The contact's fax number at the business address.

Opted Out

If this check box is selected, the contact does not want to receive promotional e-mail messages.

Messenger Type

The type of messenger the contact uses.

Created by

The user who first created and saved this contact data.

Date Created

The date on which this contact data is first created and saved.

Last Modified by

The user who last modified and saved this contact data.

Date Last Modification

The date on which this contact data is last modified and saved.

Synchronize

If this check box is selected, the contact must be synchronized with Microsoft Exchange.

Note

This check box is only visible if the Series check box is selected in the COM Parameters (tccom0000s000) session.

Text

If this check box is selected, a text is present.

 

Contact

Starts the Contact (tccom1640m000) session.

Anonymize

Anonymizes the selected record.