Visma.net ERP
Contacts (CR302000)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
In this window, you can create new contacts or records about individuals associated with business accounts and view the details of existing contacts. A business account can have multiple contacts associated with it.
You can open this window directly or from the Customers (AR303000) window.
| Button | Description |
|---|---|
| Actions | Provides the following menu commands, which you can click to
invoke actions:
|
The top part
In this area, you can create a new contact or select an existing contact for editing.
| Element | Description |
|---|---|
| Contact ID |
The unique identifier of the contact, which the system generates automatically. When you add a new contact, leave this box blank. |
| First name | The contact's courtesy title (which is one of the following options: Dr., Miss, Mr., Mrs., Ms., or Prof.) and first name. |
| *Last name | The last name of the contact. |
| Type | The type of the contact. |
| Active | A check box that indicates (if selected) that the contact is active. |
| Owner |
The owner of the contact. If you specified a work group, you can
select the owner from only its members. |
| Work group |
The work group for the contact. If you select a group, you can select an owner only from the members of the group. |
| Job title | The contact's job title or position. |
The Details tab
This tab contains various information about the contact, with elements grouped into sections to make details easier to find.
| Element | Description |
|---|---|
| Company name | The business name of the contact's company.The value is inherited from the business account description (if specified). |
| Parent account | The parent business account or the business account of the parent company, if applicable. |
The Personal data section
| Element | Description |
|---|---|
| Language/locale | The language in which the contact prefers to communicate. By default, the system fills in the field with the locale specified
for the contact's country. The value is to be used to fill in the Language/locale field for a business account to be created from the contact by using the Create business account action. This field appears on the window only if there are multiple active locales are defined in the System locales (SM200550) window. |
| Date of birth | The birth date of the contact. |
| Gender | The gender of the contact: Male or Female. |
| Marital status | The marital status of the contact. The following options are available: Single, Married, Divorced, and Widowed. |
| Spouse/partner name | The name of the contact's spouse or partner. |
| Last incoming activity | The date of the latest incoming activity that is associated with the contact. |
| Last outgoing activity | The date of the latest outgoing activity that is associated with the contact. |
The Address section
| Element | Description |
|---|---|
| Same as in account | A check box that indicates (if selected) that the contact's address is the same as the address of the business account. |
| Address line 1 | The first line of the contact's address. |
| Address line 2 | The second line of the contact's address. |
| City | The city of the contact's address. |
| State | The state or province of the contact's address. |
| Postcode | The postcode. An input validation mask can be set for the country postal codes in the Countries/counties/postcodes (CS20400S) window. |
| Country | The country of the contact's address. |
| County | The county of the contact's address. |
| View on map | A button that opens the map viewer. |
The Contact section
| Element | Description |
|---|---|
| The email address of the contact. | |
| Web | The website of the contact, if any. |
| Phone 1 | The primary phone number of the contact. Select the type from the drop down. |
| Phone 2 | An additional phone number of the contact. Select the type from the drop down. |
| Phone 3 | Another phone number of the contact. Select the type from the drop down. |
| Fax | The fax number of the contact. |
The Attributes tab
This tab contains the list of attributes, which are defined in the class selected for
the lead (on the Additional info tab).
You can view, add,
change, or delete attribute values to store additional information about
contacts.
| Column | Description |
|---|---|
| Attribute | The name of the attribute used for the lead. |
| Required | A check box that indicates (if selected) that this attribute is defined as required. |
| Value | The value of the attribute for the lead. |
The Activities tab
This tab has a table with the list of activities associated with the contact.
On this
tab, you can associate particular tasks, events, and other activities with the
contact.
The columns
| Column | Description |
|---|---|
| Type | The type of the activity. |
| Summary | The description provided for the activity. |
| Status | The status of the activity. |
| Mail status | The status of the associated email message (if applicable). |
| Start date | The start date and time of the activity. |
| Created at | The date and time when the activity was created. |
| Time spent | The total time spent on the activity. |
| Work group | The work group the activity is assigned to (if any). |
| Owner | The username of the user to whom the activity is assigned. |
| Created by | The user who has created the activity. |
| Project | The project to which the activity is connected. |
| Project task | The project task to which the activity is connected. |
| Released | When this check box is selected, the activity is released. |
In addition to the table, the tab has the Activity description area, at the bottom of
the tab, which displays the full description provided for the activity (if any). To
edit the description, click within the Summary column of the
activity.
This brings up the appropriate window.
The Marketing lists tab
This tab has a table listing the contact's subscriptions to marketing lists.
You can add a
subscription, remove an existing subscription, or make a subscription inactive.
| Column | Description |
|---|---|
| Subscribed | A check box that indicates (if selected) that the contact is subscribed to the marketing list. |
| Marketing list ID | The marketing list the contact is subscribed to. |
| List name | The name of the marketing list. |
| Dynamic list |
A check box that indicates (if selected) that the marketing list is formed dynamically; that is, the system automatically adds a contact to the mailing list if the contact matches the selection criteria. If the check box is cleared, the marketing list is static and its members are added manually. |
The Notifications tab
This tab has a table that contains mailings the contact is subscribed to.
On this
tab, you can remove a mailing from the list or make it inactive if necessary.
To
subscribe a customer contact to mailings defined for the customer, use the
Recipients area on the Mailing
settings tab of the Customers (AR303000)
window.
| Column | Description |
|---|---|
| Workspace | The workspace where mailing settings are defined. This workspace is the source of emails for the mailing. |
| Source | The entity, Supplier or Customer, that is the source of the emails for the contact. |
| Mailing ID | The unique identifier of the mailing. |
| Class ID | The identifier of the contact class that the contact belongs to (if any). |
| Description | The business account that the customer belongs to and the company name (if any). |
| Report | The report to be used as the email's body for this mailing, if the mailing uses a report rather than an email template. |
| Notification ID |
The notification template that is used to generate emails for the mailing. For each mailing, either a report or a template may be specified. |
| Format | The format in which the document based on the report will be send to the contact (if the mailing uses a report rather than a template). The following options are available: PDF, Text, HTML, or Excel. |
| BCC | A check box that indicates, if selected, that the recipient will receive a blind carbon copy (BCC) of the email for this mailing. |
| Active | A check box that indicates, if selected, that this mailing is active. Only active mailings are used to generate emails. |
