This section includes the fields and descriptions for the Contact Companies tab.
Contact Company Island
| Field | Description |
|---|
| Company No.
|
This field shows the number assigned to the contact company.
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| Attn.
|
This field shows the name of the contact person
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| Country
|
This field shows the state or country where the contact company is located.
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| Phone
|
This field shows the phone number of the contact company.
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| Fax
|
This field shows the fax number of the contact company.
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| Telex
|
This field shows the telex number of the contact company.
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| E-mail
|
This field shows the e-mail address of the contact company.
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| Department
|
This field shows the department where the sales representative of the contact company belongs.
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| Sales Rep
|
This field shows the number assigned to the sales representative of the contact company.
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| Name
|
This field shows the name of the sales representative of the contact company.
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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 at which the termination took place.
|
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.
|
| Name
|
This field shows the name of the company shown in the field “Company No.” above.
|
Access Level Island
| Field | Description |
|---|
| Name
|
In this field, you can enter the name 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.
|
| Description
|
This field shows the description of the access level specified in the field above.
|
Document Archive Island
| Field | Description |
|---|
| Document Archive
|
In this field, you can assign a document archive to the note in question. Document archives are created in the workspace Document Archives in the Set-Up module. See the description of that workspace for further information on the use of document archives.
This field also shows a description of the specified document archive.
|
| Document Count
|
This field shows the total number of documents in the Document Archive.
|
Print Control Island
| Field | Description |
|---|
| Statistics 1-4
|
In these fields, you can enter various statistic codes. 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.
|
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.
|
User Island
See the chapter “Getting Started” for a description of the fields in the User island.
Remarks Island
In these fields, you can enter additional remarks about the contact company.
Information Island
| Field | Description |
|---|
| Enterprise
|
In this field, you can attach the 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 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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| 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 this field, 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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