What fields does a contact have?

When you enter a contact file or add a new contact, the fields displayed are:

Contact details:

  • First name and last name of the contact person for the customer or account.
  • Account, name of the prospective customer or account.
  • Telephone numbers, landline and/or mobile phone number of the company or account.
  • E-mail, e-mail address of the company or account.
  • Role, which corresponds to the position held by the customer’s contact person.
  • Address details, city, province, postcode, country, etc.
  • Comments, to include any details not included in the previous sections. On mobile devices, a voice memo can also be added.

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