This section includes the fields and descriptions for the Opportunities by Contact Company tab.
Contact Company Island
| Field | Description |
|---|
| Contact Company
|
In this field, you can enter the name and number of a contact company when creating a contact company.
For information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Attn.
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In this field you can enter an attention person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Country
|
Here you select the country in which the contact company is located. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Phone
|
Here you can enter the phone number of the contact company.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Fax
|
Here you can enter the fax number of the contact company. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Telex
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Here you can enter the telex number of the contact company.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| E-mail
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Here you can enter the e-mail address of the contact company.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Department
|
In this field, you can select the department to which the contact company pertains. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Sales Rep. No.
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Here you can enter the employee number of the sales representative in charge of the contact company. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Name
|
This field shows the name of the sales representative.
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Customer Island
| Field | Description |
|---|
| New Cust. No.
|
If you want to register the current contact company as a customer, you can enter a new customer number here. For further information about the functionality of the field and the creation of customers from contact companies, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Customer No.
|
If you want to register an existing customer as a contact company, you can enter the customer number in this field when you create a contact company. For further information about the functionality of the field and assigning customers to contact companies, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Termination Date
|
If cooperation with the customer shown in the field “Customer No.” above has been terminated, this field shows the date when the termination took place.
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Company Island
| Field | Description |
|---|
| Company No.
|
In this field, you can enter the number of a company to which the contact company is assigned. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Name
|
This field shows the name of the company shown in the field “Company No.” above.
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Access Level Island
| Field | Description |
|---|
| Access Level
|
In this field, you can enter the name and description of an access level. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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Document Archive Island
| Field | Description |
|---|
| Document Archive
|
In this field, you can assign a document archive to the contact company. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Document Count
|
This field shows the total number of documents in the Document Archive.
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Selection Criteria Island
| Field | Description |
|---|
| Show Open
|
Mark this field if you want the table part to show open opportunities.
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| Show Won
|
Mark this field if you want the table part to show won opportunities.
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| Show Lost
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Mark this field if you want the table part to show lost opportunities.
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| Start Date
|
In these fields, you can specify a range of dates. The table part will only include opportunities with starting dates within the specified range.
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| Expected Closing Date
|
In these fields, you can specify a range of dates. The table part will only include opportunities with expected closing dates within the specified range.
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| Closing Date
|
In these fields, you can specify a range of dates. The table part will only include opportunities with closing dates within the specified range.
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Print Control Island
| Field | Description |
|---|
| Statistics 1-4 Value
|
In these fields, you can enter various statistic codes. The four codes can be used as selection criteria when selecting contact companies for printout in print windows. If a statistics list has been specified in a given statistics list field in this island, only values available in the list in question can be selected in the corresponding statistic value field. If a statistics list field has been left blank, any text can be entered in the corresponding value field.
If the contact company is assigned to a customer, either by creating a customer on the basis of the contact company or by specifying a customer number in the field “Customer No.” above while creating a contact company, any changes to the information in this island will cause the customer information card to be updated accordingly, and vice versa. Please note, however, that if you specify a customer number in the field “Customer No.” above while creating a contact company, the information is copied to this window from the information card of the customer in question, and the statistics information must therefore be blank when creating the contact company.
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| Statistics 1-4 List
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In these fields, you can specify the option lists containing the values you wish to be available in the fields “Statistics 1-4 Value.” In the fields “Statistics 1-4” in this island, you can then only select values from these lists. However, if you leave a given statistics list field blank, any text can be entered in the corresponding statistics value field.
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Extra Fields Island
| Field | Description |
|---|
| Date 1-5
|
In these fields, you can enter a number of dates relevant to the contact company. The fields are for information only.
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User Island
See the chapter “Getting Started” for a description of the fields in the island User.
Remarks Island
In these fields, you can enter additional remarks about the current contact company.
Information Island
| Field | Description |
|---|
| Enterprise
|
In this field, you can attach the contact company to an enterprise. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Segment
|
In this field, you can select a segment. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Area
|
In this field, you can select an area. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Industry Code
|
Here you can enter an industry code for the current contact company. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Popup 1-20
|
In these fields, you can select a number of pop-up values with information concerning the current contact company. For further information about the functionality of the field, please see the description of the corresponding fields in the card part of the window Contact Companies.
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| Information 1-5
|
In these fields, you can enter general information concerning the current contact company. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Origin
|
In this field, you can register the place from which the current contact company originates. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Companies.
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Option List Fields Island
| Field | Description |
|---|
| List
|
In these fields, you can specify the option lists containing the values you wish to use for further specification of the contact company. For further information about the functionality of the fields, please see the description of the corresponding field in the card part of the window Contact Companies.
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| Value
|
In these fields, you can specify values available in the respective option lists specified in this island. For further information about the functionality of the fields, please see the description of the corresponding field in the card part of the window Contact Companies.
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