Contacts

Contact person

Contact persons assign specific people to a partner and make responsibility, availability and communication transparent.

Your quick start

1. Open Contact person on the home desktop or in the respective Partner.
2. Check existing records, statuses and relationships before creating or changing anything.
3. Save consciously and control the result in the immediately following process.

That's what matters

Maintain function, active contact details and data protection status. Outdated contacts may no longer be contacted automatically.

Person and function

• button Take over from partner address and save: By pressing the button, you can quickly create a new contact person. The matchcode is freely determined by you. The address and contact details are taken from the partner register address and can be supplemented or changed as desired.
• Partners: Company or organization to which the person belongs.
• Match code: Short search term for the contact person.
• Position: Function or job title in the company.
• Title: Academic or professional title.
• Salutation: Salutation for personal communication.
• First name / last name: Name of the contact person.
• Street / additional code / zip code / city / country: Optional different address of the contact person.

Accessibility and control

• Phone 1 / Phone 2: Direct phone numbers of the contact person.
• Mobile: Mobile phone number.
• Fax: Personal fax number, if used.
• Email: Personal email address for direct communication.
• Homepage: Personal or function-related internet address.
• Keyword: Additional search term or responsibility indicator.
• Active: Controls whether the person can be selected regularly.
• Favorite: Highlights frequently used contacts.
• Info/Comment: Free internal information about the contact person.
• Email Category: Assigns the person to categories for document or topic-related email distribution (see Administration > Email Initialization > Email Category)

Matching depressions

• CRM
• Email
• Bulk emails

Related topics

• CRM
• Email
• Bulk emails

Frequently asked questions