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 Salutation - Can 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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