Fields and Options

These help topics provide descriptions of individual fields and options on the tabs, forms, and dialog boxes in the Contacts area.

Related topics:

  • Contacts Summary
    Key information for the contact always remains visible at the top and along the left side of the Contacts area as you move from one tab to another.
  • Contacts Toolbar
    Use the toolbar in the Contacts area to edit contact information or add a touchpoint for the contact.
  • Add/Edit Contact Form
    Use the Add Contact form to add a record for a new contact for a client, vendor, partner, or government agency. Use the Edit Contact form to make changes or additions to information for existing contacts. The two forms contain the same sets of fields.
  • Contacts Overview Tab
    The Overview tab of the Contacts area provides a snapshot of the selected contact: description, most recent opportunity and touchpoint, address of the contact's company, and other contact addresses, if any.
  • Contacts Touchpoints Tab
    Use the Touchpoints tab in the Contacts area to create and maintain lists of touchpoints for a contact.
  • Contacts Associations Tab
    Use the Associations tab in the Contacts area to create and maintain lists of the opportunities and other contacts that are associated with a contact.
  • Contacts Team Tab
    Use the Team tab in the Contacts area to create and maintain a list of your employees who are associated with a contact and to describe their relationships to that contact.
  • Add Touchpoint Dialog Box
    Use the Add Touchpoint dialog box to add a new touchpoint. After you save the touchpoint, you can view it and make changes to it on the Activities tab in the Opportunities area or on the Touchpoints tabs in the Companies and Contacts areas. (You can also add new touchpoints on those tabs.)
  • Create Kona Task Dialog Box
    If a touchpoint is associated with an opportunity for which a space exists in Kona Business, and you are a member of that space, you can use the Create Kona Task dialog box to create a task in Kona for the touchpoint.
  • Custom Contact Search Dialog Box
    If the default searches (Active, All, and Mine) for locating and selecting contacts in the Contacts area or for the Contacts report are not satisfactory, use the Custom Contact Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Other Dialog Boxes
    The Contacts area includes some small dialog boxes, most of which support the field-by-field editing of the summary information and of the information displayed on the Overview tab.
Parent Topic: Contacts