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.

 

Anonymize
Anonymizes the selected record.