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Contact Header



Critical fields

1. Organization :- This field is used to select the organization2. Name: Name of contact or user3. 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 user5. Alternate Number: Alternate number details of Contact or user6. Title: Title before name of Contact or user (Mr, Miss, Dr, Sr, Sir.)7. Fax: Fax details of Contact or user8. Business Partner: Business partner details if he belongs to particular company 9. Partner Location: Location details10. Position: It is master data used to maintain Designation or position details (Sr.Manager,Manager,Teamleader,Trainee,Jr.engineer.)11. Last Contact: Last Contact date12. Last Result: Last results.

Activity



Critical

1. Activity Type: Activity type For Example  Email,Meeting,Online meeting,Phone call, Task2. 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 unit4. Comments: Comments about activity5. Start date: Start date and time of activity6. End date: End date and time of activity