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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

     
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

     
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      
Email 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

     
Mailing Address 2

The second line in the mailing address for the contact

Examples: suite number, building number

     
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

     
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

     
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

     
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.

     
Gantt

unavailable in ajeraCore Select to add the Gantt chart to your table widget.

     

 

 

 

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