Contact Persons Tab
The Contact Persons tab lets you define detailed information for specific people associated with an address. All fields are optional, except for Name and Language.
You can create as many contacts as you need, and associate them with specific address types for the business relation. You can designate one primary and one secondary contact.
Errors display if you try to designate more than one primary or secondary contact. You must clear the field from the current primary or secondary contact before you can select the field on a different record.
To add a contact, right-click in the Contact Persons grid and choose Insert a New Row. The Contact screen displays.
Business Relation, Address Contacts
Most fields you associate with a contact are the same as the fields specified in the Address tab for the business relation, except that you can specify additional information related to title, gender, mobile number, and function.
Note: The Telephone, Mobile Phone, and Fax fields are truncated to 20 characters on reports and operational screens when you enter more than 20 characters in any of these fields.
Only one primary contact per address type is allowed. The primary contact corresponds to the Attention 1 field and the secondary contact corresponds to the Attention 2 field in operational addresses.
Primary and secondary contacts are used in call processing in the optional Service/Support Management module. The primary contact displays by default in the Caller field of Call Maintenance when you create new calls for an end user.
When a business relation is associated with an entity, the primary contact is also used in several customer-facing reports. The primary contact name, function, and telephone are used as part of the signature section of reminder letters.
