Template:Contact (Window ID-53152 V1.0.0)

Window: Contact

Description: Maintain Contacts

Help: The Contact Window allows you to maintain Contacts who are individuals you deal with. Contacts may also be internal or external users who can log into the system and have access to functionality via one or more roles. A contact can also be a business partner contact.

Tab: Contact

Description: The contact details

Help:

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	AD_User.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	AD_User.AD_Org_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	AD_User.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	AD_User.Description character varying(255) String
Comments	Comments or additional information	The Comments field allows for free form entry of additional information.	AD_User.Comments character varying(2000) Text
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	AD_User.IsActive character(1) Yes-No
EMail Address	Electronic Mail Address	The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com). The Email Address is used to access the self service application functionality from the web.	AD_User.EMail character varying(60) String
Phone	Identifies a telephone number	The Phone field identifies a telephone number	AD_User.Phone character varying(40) String
2nd Phone	Identifies an alternate telephone number.	The 2nd Phone field identifies an alternate telephone number.	AD_User.Phone2 character varying(40) String
Fax	Facsimile number	The Fax identifies a facsimile number for this Business Partner or Location	AD_User.Fax character varying(40) String
Title	Name this entity is referred to as	The Title indicates the name that an entity is referred to as.	AD_User.Title character varying(40) String
Business Partner	Identifies a Business Partner	A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson	AD_User.C_BPartner_ID numeric(10) Search
Partner Location	Identifies the (ship to) address for this Business Partner	The Partner address indicates the location of a Business Partner	AD_User.C_BPartner_Location_ID numeric(10) Table Direct
Position	Job Position		AD_User.C_Job_ID numeric(10) Table Direct
Birthday	Birthday or Anniversary day	Birthday or Anniversary day	AD_User.Birthday timestamp without time zone Date
Last Contact	Date this individual was last contacted	The Last Contact indicates the date that this Business Partner Contact was last contacted.	AD_User.LastContact timestamp without time zone Date
Last Result	Result of last contact	The Last Result identifies the result of the last contact made.	AD_User.LastResult character varying(255) String

Tab: Activity

Description: Contact Activity

Help:

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_ContactActivity.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_ContactActivity.AD_Org_ID numeric(10) Table Direct
User/Contact	User within the system - Internal or Business Partner Contact	The User identifies a unique user in the system. This could be an internal user or a business partner contact	C_ContactActivity.AD_User_ID numeric(10) Search
Activity Type	Type of activity, e.g. task, email, phone call		C_ContactActivity.ContactActivityType character varying(10) List
Description	Optional short description of the record	A description is limited to 255 characters.	C_ContactActivity.Description character varying(255) String
Sales Representative	Sales Representative or Company Agent	The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.	C_ContactActivity.SalesRep_ID numeric(10) Table
Sales Opportunity			C_ContactActivity.C_Opportunity_ID numeric(10) Table Direct
Comments	Comments or additional information	The Comments field allows for free form entry of additional information.	C_ContactActivity.Comments text Text
Start Date	First effective day (inclusive)	The Start Date indicates the first or starting date	C_ContactActivity.StartDate timestamp without time zone Date+Time
End Date	Last effective date (inclusive)	The End Date indicates the last date in this range.	C_ContactActivity.EndDate timestamp without time zone Date+Time
Complete	It is complete	Indication that this is complete	C_ContactActivity.IsComplete character(1) Yes-No