The tab Contact Person contains detail information about the Contact Person. Ιf the CP is linked to a private BP then the same fields are filled-out from the BP card and vice  versa. 

Tab Details

The fields in this tab are grouped under the following sections:

  • Contact
    • Title Can be selected From the drop-down list of available Titles ( Dr, Miss, Mr, Mrs, and Prof)
    • Business Partner - Is pre-field with with the name of the Business Partner. When click-in in the field, it redirects the user to the BP card page. 
    • Letter SalutationCan be selected from the drop-down list of available salutations. Can be used in smart notification or document templates. 
    • Salutation - Can be selected from the drop-down list of available salutations.
    • First Name - This field is mandatory. 
    • Middle Name - This field is not mandatory.
    • Last Name -This field is mandatory. 
    • Telephone 1 The phone number of the CP without the international country code, since the country is pre-selected from the drop-down list. 
    • Mobile Phone - The mobile phone number of the CP without the international country code, since the country is pre-selected from the drop-down list. 
    • Email - This field is mandatory. In case there is no email, the user must select one of the following check boxes:
      No E-Mail Address available
      No E-Mail Address provided 
    • Vocative First Name - The field is not mandatory. 
    • Vocative Last Name - This field is not by default mandatory.
    • Gender - it is by default a mandatory field. Can be selected from the drop-down list of available Genders. The gender field is an option field and values can be altered or enhanced.
    • Identity Card Number - Not a mandatory field.
    • Date of Birth - By default not mandatory.
    • Driving License Number - The field is not mandatory.
    • License Date - The field is not mandatory and is related to the license date of the driving license. 
    • Industrial Sector - The field can be selected from the drop-down list of available sectors. Not mandatory.
    • Pricelist - The price list is filled-out during the creation of CP based on the set-up key:DefaultBPPriceList. The user however, can alter the price list by selecting one from the drop-down list. 

    • Last Audit date: The last audit date of the Business Partner data stored in DSW. It is a field updated from the respective audit process. 
    • Last audit user: The user that has performed the last audit of the BP data stored in DSW. 
  • Communication
    Various communication means can be selected from the drop-down list and fill-out the relevant information.
  • Social Networks
    Various Social Networks can be selected from the drop down list and filled-out accordingly (LinkedIn URL, Facebook URL etc..).
  • Additional Data
    • Citizenship - The field is completed with the Nationality of the contact person. 
    • User Segmentation: informative field. 

in order to save changes of this tab user selects Save  button on the bottom right of the form.


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