Contact master

Use this table to create a contact master:

Field Input
Personal Information

Specify if the contact person is Inactive, Internal, or External, then specify the title, name, position, job description, owner's percentage, or shareholder's percentage.

You must set the title and position to Company or Signature Owner.

Address Information

Specify the complete address of the contact person.

Note: In Chile, the address is mandatory for Company. City Name, Street Name, and Country Code address information must be specified.
Communication Details

Specify the complete communication details of the contact person.

Identification Numbers Click Contact ID and in the Identification Numbers window, specify the identification type and identification number.
Note: If the position is Company, TaxID with TaxIdentificationNumber type is required and must be valid.
Industry Click Classification and in the Contact Classifications window, specify the ID type in Industry and the type of industry in the ID Number column.

See Setting up Contact Master.