Contact (tccom1640m000)

Use this session to view, enter, and maintain contacts.

You can start this session:

  • From the Contacts (tccom4540m000) overview session, by double-clicking a record, or by entering a new contact.
  • From the Contacts by Business Partner Role (tccom4545m000) session, by double-clicking a record.
  • Stand-alone.
Tabs

The lines on the tabs refer to these sessions:

 

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.

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.

Synchronize

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

Note

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

Salutation

The salutation for the contact.

Title

The title used on the documents addressed to the contact.

Full Name

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

Note

If a full name is entered, name details, such as First Name and Last Name are automatically generated in the Contact Name Details (tccom4140s100) session. Click the Details button to start this session.

Business Partner

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

Note
  • Only business partners with the Active or Prospect status can be selected from the Business Partners (tccom4500m000) session.
  • Click the New button to enter a new business partner in the Easy Entry Business Partner (tccom4201m000) session.
  • If this field is filled, the contact is also linked to the business partner in the Contacts by Business Partner Role (tccom4545m000) session.
Job Title

The contact's job title.

Department

The contact's department.

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).

Picture

The contact's picture.

  • You can add a picture by a drag-and-drop operation.
  • The picture can have the following extensions: .jpg, .gif, or .png.
Work Address

The contact's work address.

Note
  • If the Business Partner field is filled, the work address is defaulted from the business partner.
  • You can select an address from the Addresses (tccom4530m000) session or click the New button to enter a new address in the Addresses (tccom4130s000) session.
Address Line 1

The first part of the address, as defaulted from the Address Line 1 field in the Addresses (tccom4130s000) session.

Address Line 2

The second part of the address, as defaulted from the Address Line 2 field in the Addresses (tccom4130s000) session.

Address Line 3

The third part of the address, as defaulted from the Address Line 3 field in the Addresses (tccom4130s000) session.

Address Line 4

The fourth part of the address, as defaulted from the Address Line 4 field in the Addresses (tccom4130s000) session.

Address Line 5

The fifth part of the address, as defaulted from the Address Line 5 field in the Addresses (tccom4130s000) session.

Address Line 6

The sixth part of the address, as defaulted from the Address Line 6 field in the Addresses (tccom4130s000) session.

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.

Note

If a full office phone number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Office Phone Number Details (Contact) (tccom4140s200) session. Click the Details button to start this session.

Primary Office Phone

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

Mobile Phone

The contact's mobile phone number.

Note

If a full mobile phone number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Mobile Phone Number Details (Contact) (tccom4140s400) session. Click the Details button to start this session.

Primary Mobile Phone

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

Home Phone

The contact's home phone number.

Note

If a full home phone number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Home Phone Number Details (Contact) (tccom4140s300) session. Click the Details button to start this session.

Primary Home Phone

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

Opted Out

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

E-mail

The contact's e-mail address.

Private Address

The contact's private address.

Note

You can select an address from the Addresses (tccom4530m000) session or click the New button to enter a new address in the Addresses (tccom4130s000) session.

Address Line 1

The first part of the address, as defaulted from the Address Line 1 field in the Addresses (tccom4130s000) session.

Address Line 2

The second part of the address, as defaulted from the Address Line 2 field in the Addresses (tccom4130s000) session.

Address Line 3

The third part of the address, as defaulted from the Address Line 3 field in the Addresses (tccom4130s000) session.

Address Line 4

The fourth part of the address, as defaulted from the Address Line 4 field in the Addresses (tccom4130s000) session.

Address Line 5

The fifth part of the address, as defaulted from the Address Line 5 field in the Addresses (tccom4130s000) session.

Address Line 6

The sixth part of the address, as defaulted from the Address Line 6 field in the Addresses (tccom4130s000) session.

Reports to

The manager to whom the contact reports.

Note

You can select a manager from the Contacts (tccom4540m000) session or click the New button to enter a new manager in the Contact (tccom1640m000) session.

Assistant

The contact's assistant.

Note

You can select an assistant from the Contacts (tccom4540m000) session or click the New button to enter a new assistant in the Contact (tccom1640m000) session.

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.

Promotion

Use this field to select a promotion for the contact.

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.

Language

The contact's preferred language.

Messenger

The type of messenger the contact uses.

Electronic Messenger

The contact's messenger ID for the selected messenger type.

Website

The contact's website.

Fax

The contact's fax number at the business address.

Note

If a full fax number is specified, based on the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Fax Number Details (Contact) (tccom4140s500) session. Click the Details button to start this session.

Gender

The contact's gender.

Birthday

The contact's birthday.

Attention

The contact's attention code.

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.

Text

Use this field to enter a text related to the contact.

Type

Use this field to select the contact's status.

Allowed values

Contact Type

Social Media
Social Media Type

Select the type of social media that the contact uses.

Social Media Link

Specify the account or the tag(s) for the social media type.

Example: http://nl.linkedin.com/in/johndoe

The contact's Linkedin profile is displayed.

Note

If you specified a Twitter account or Twitter tag(s) in this field and you use Infor Ming.le for LN, you can also call the Twitter Tracker Context Application to display the contact's latest tweets.

 

Anonymize

Anonymizes the selected record.