| Attributes by Contact (tdsmi1123m000) 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. Attribute Used to record distinctive information on (potential) business
partners, contacts, opportunities, or activities and to segment data when
specifying a batch selection for generating activities, mail merge (letters),
or flexible reports. Example Attribute | Description | Type | Details |
---|
sf | Is
the person a soccer fan? | Option | Options are Yes and No;
default is No | fc | Favorite soccer club | Alphanumeric | Default is <blank> | conv | How did you value this
conversation? | Alphanumeric | No defaults | ccb | Can I call you back next week? | Option | Options are Yes and No; default is No | lunch | Should bring own lunch | Option | Options are Yes and No; default is No | dressc | What is the dress code? | Option | Options are formal and casual (default) | comp | Main competitor | Alphanumeric | No defaults | terr | Territory | Option | Options are East and West |
Attribute set | Description | Attributes |
---|
CON | Default
attribute set for contacts | sf, fc | BP | Default
attribute set for business partners | sf,
fc | CALL | Default attribute set for calls | conv,
ccb | APP | Default attribute set for appointments | lunch, dressc | OPP | Default attribute set for
opportunities | comp, terr |
Attribute The description of the attribute. Make the attribute short and
clear as it is displayed and printed in many places. Help You can enter a sort of help text with the text editor, that
you can use for extra information on the attribute in question. | |