Contacts

• Service Description Contacts
• Contacts
• Contact details
• Contacts on Homepage Dashboard (Additional Information)
• Create / modify Contact

Service Description Contacts

Contacts

Title	Widget	Widget Description
Contacts		Number of contacts Available: Customer details Opportunities

General

Functions in the title bar

Icon	Explanation
+	Allows the creation of a new Contact

Grid

Click	Swipe	Views
Contact details		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Colour code	ForceVisible			Red: Has left the company Green: Main contact   Red has a higher priority, i.e. a main contact who has left the company is shown in red.
Title	Visible
Last name	Visible	ASC	Yes
First name	Visible		Yes
Item	VisibleOnlyLandscape
E-Mail	Hidden		Yes	Full text search is only active if there is an @ in the search term.
Telephone	Hidden		Yes
Mobile communication	Hidden		Yes
Fax	Hidden
Department	Hidden
Function	Hidden
Advertising material	Hidden
Item free text	Hidden
Has left the company	Hidden
Main contact	Hidden

FAQ

 

Release

 

Contact details

Title
First name Last name

Details

Functions in the title bar

Icon	Explanation
	Starts a workflow Only visible if the "Workflow" module is licensed and there is a corresponding workflow.

Kebab menu ()

Type	Menu item	Explanation
	Workflows	Opens the workflow summary page Only visible if the "Workflow" module is licensed

Widgets

1x1

1. Notes
2. CRM
3. Lead (from version 12, requires Lead Management module, only visible if coming from a lead)
4. Opportunity (from version 12, requires Lead Management module, only visible if coming from a lead)
5. Leads (from version 12, requires Lead Management module, not visible if coming from a lead)
6. Opportunities (from version 12, requires Lead Management module, not visible if coming from a lead)

Master data

• Email is clickable and opens the default email client
• Telephone number and Mobile communication are clickable on smartphones and initiate a call.
• Pen opens the Edit page.

FAQ

 

Release

 

Contacts on Homepage Dashboard (Additional Information)

Title	Widget	Widget Description
Contacts		Quantity of Contacts Available: Homepage Dashboard

Summary Page

Lists and searches contacts of Assigned to an agent and not Deleted Customers in the client.

Kebab menu ()

Type	Menu Item	Explanation
	Not assigned	Also searches Not assigned Customers
	---------------------------------------
	Has left the company	Also shows Has left the company contacts

Grid

Click	Swipe	Views
Contact details	Opens the customer's detail page	Table

Column Definition

Name	Visible	Sort	Full Text	Explanation
Colour code	ForceVisible			Red: Has left the company Green: Main contact   Red has a higher priority, i.e. a main contact who has left the company is shown in red.
Title	Visible
Last name	Visible	ASC	Yes
First name	Visible		Yes
Item	VisibleOnlyLandscape
E-Mail	Hidden		Yes	Full text search is only active if there is an @ in the search term.
Telephone	Hidden		Yes
Mobile communication	Hidden		Yes
Fax	Hidden
Department	Hidden
Function	Hidden
Advertising material	Hidden
Item free text	Hidden
Has left the company	Hidden
Main contact	Hidden

Customer columns (only present if accessed via start dashboard.)

Name	Visible	Sort	Full text	Explanation
Colour code	Forced			Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned   Purple has the highest priority Blue is before "Not assigned" and before delivery block. That means a not assigned prospect with delivery block is shown in blue. A "Not assigned" customer with delivery block is shown in orange.
Name 1	Visible	ASC	Yes
Name 2	Hidden		Yes
Name 3	Hidden		Yes
Customer	Landscape		Yes
Street	Landscape		Yes
Postcode	Landscape		Yes
City	Visible		Yes
ABC Status	Hidden
Country	Hidden
Telephone number	Hidden
Fax number	Hidden
E-Mail	Hidden		Yes
Sales office	Hidden
Group of sales agents	Hidden
Price list	Hidden
Last visit	Hidden			Automatically determined.
Visiting frequency	Hidden
Due date	Hidden			The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week
Visit duration	Hidden
Tour	Hidden
Start week	Hidden
Client	Hidden
Attribute1-16	Hidden
Type (customer)	Hidden
Currency	Hidden
Area	Hidden
Customer since	Hidden
State	Hidden
Main contact	Hidden
Delivery block	Hidden
Incoterms	Hidden
Incoterms 2	Hidden
Terms of payment	Hidden
Terms of delivery	Hidden
Customer group	Hidden
Account group	Hidden
Homepage	Hidden
Listing	Hidden
Send invoice separately	Hidden
Delivery note without price	Hidden
ILN	Hidden
Invoice discount	Hidden
Form of payment	Hidden
Customer category	Hidden
Price group code	Hidden
Association	Hidden
Advertising material	Hidden
Tax Ident Number	Hidden
VAT ID	Hidden
Status	Hidden
Order block	Hidden
Assigned	Hidden
Abbreviation	Hidden		Yes

Create / modify Contact

General

Functions in the title bar

Icon	Explanation
	The AI function business card scan is only available for mobile devices (iOS and Android).  The image is scanned and sent to the server. It is then evaluated and the corresponding data record is sent back to the client. That means the device must be online for this.

Details

Field	Right	Reference
Title		Code table: Contact - Title (Is mandatory)
First name	BASIS / contact / First name is compulsory
Last name		Is mandatory
Telephone
Mobile Phone
Fax
E-Mail
Function
Department		Code table: Department
Item		Code list: Position status from APA (Is mandatory)
Item	BASIS / contact / Show "Item" free text
Date of birth		Date
Has left the company		Checkbox
Main contact		Checkbox
Advertising material		Checkbox

Additional information

Field	Right	Reference
Receives order confirmation		Checkbox
Informal form of address possible		Checkbox