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