Tabs
Contact Header
Critical fields
1. Organization :- This field is used to select the organization
2. Name: Name of contact or user
3. Birthday: Date of birth of contact or user
Non-Critical fields
1. Description: Used to note details or any other specifics of contact or user.
2. Comments: Used to note details or any other specifics of contact or user.
3. EMail ID: Mail ID of User or Contact
4. Phone Number: Phone number details Contact or user
5. Alternate Number: Alternate number details of Contact or user
6. Title: Title before name of Contact or user (Mr, Miss, Dr, Sr, Sir.)
7. Fax: Fax details of Contact or user
8. Business Partner: Business partner details if he belongs to particular company
9. Partner Location: Location details
10. Position: It is master data used to maintain Designation or position details (Sr.Manager,Manager,Teamleader,Trainee,Jr.engineer.)
11. Last Contact: Last Contact date
12. Last Result: Last results.
Activity
Critical
1. Activity Type: Activity type For Example Email,Meeting,Online meeting,Phone call, Task
2. Description: To note Specifics and Details of activity
Non-Critical
1. Sales Representative: It is a master data used to maintain details of sales representative.
2. Sales opportunity: If a contact is made from a sales opportunity, the information about the sales opportunity will be straightaway retrieved.
3. Travel KM: Travelled distance in Kilometer unit
4. Comments: Comments about activity
5. Start date: Start date and time of activity
6. End date: End date and time of activity