Contact Base
Use this base to see information about each of your contacts, such as first name, last name, company, title, phone number, and email.
| Available Columns | Description | Date Range Available | Chartable | Links to Page |
| General Information | ||||
| Address 1 | The first line in the main address for the contact | |||
| Address 2 |
The second line in the main address for the contact Examples: suite number, building number |
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| Address 3 | The third line in the main address for the contact | |||
| Address |
The first line in the main address for the contact Example: street address |
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| City | The city name in the main address for the contact | |||
| Company | The name of the company associated with the contact | |||
| Contact Type |
The contact type associated with the contact Examples: Client, Employee, Vendor |
Contact Type | ||
| Country | The country name for the contact | |||
| Ajera Client ID | The client ID associated with the client in CRM | |||
| The email address for the contact | ||||
| Fax Number | The fax number for the contact | |||
| Fax Text | A description of the fax number for the contact | |||
| Mailing Address 1 |
The first line in the mailing address for the contact Example: street address |
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| Mailing Address 2 |
The second line in the mailing address for the contact Examples: suite number, building number |
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| Mailing Address 3 | The third line in the mailing address for the contact | |||
| Mailing Address | The first line in the mailing address for the contact | |||
| Mailing City | The city name in the mailing address for the contact | |||
| Mailing Country | The country name in the mailing address for the contact | |||
| Mailing State | The state name in the mailing address for the contact | |||
| Mailing ZIP | The ZIP code in the mailing address for the contact | |||
| Notes | Any notes about the contact | |||
| Phone 1 Number | The primary phone number for the contact | |||
| Phone 1 Text |
A description of the primary phone number for the contact Examples: Office, Cell |
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| Phone 2 Number | The secondary phone number for the contact | |||
| Phone 2 Text |
A description of the secondary phone number for the contact Example: Home |
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| Phone 3 Number | The tertiary phone number for the contact | |||
| Phone 3 Text | A description of the tertiary phone number for the contact | |||
| Phone Numbers | The phone numbers for the contact | |||
| State | The state name in the main address for the contact | |||
| Status |
The status of the contact Examples: Active, Inactive |
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| Title | The job title of the contact | |||
| Website | The website URL associated with the contact | |||
| ZIP | The ZIP code in the main address for the contact | |||
| People | ||||
| Integration Client | This is the Integration Client assigned on the Contact record and is used for syncing information to CRM or PIM | |||
| Integration Vendor | This is the Integration Vendor assigned on the Contact record and is used for syncing information to CRM or PIM | |||
| First Name | The first name of the contact | Contact | ||
| Last Name | The last name of the contact | Contact | ||
| Middle Name | The middle name of the contact | Contact | ||
| Name | The first name and last name of the contact | Contact | ||
| Keys | ||||
| Ajera Contact Key in Mapping Table | The database identifier of the Ajera contact key in the CRM Mapping table. | |||
| Contact Client Key | The database identifier of the contact client | |||
| Contact Key | The database identifier of the contact | Contact | ||
| Contact Type Key | The database identifier of the contact type associated with the contact | Contact Type | ||
| Contact Vendor Key | The database identifier of the contact vendor | |||
| Action | ||||
| Delete CRM Mapping |
Deletes the selected contact from the CRM mapping table. For more information , see Maintaining the CRM Mapping Table. |
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| Gantt |
unavailable in ajeraCore Select to add the Gantt chart to your table widget. |
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