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Contact Person Detail screen






Item
Description\Notes
Prefix Enter Prefix
First Name Enter First Name
Last Name  Enter Last Name
Display Name Enter Display Name
Middle Name Enter Middle Name
Suffix Enter Suffix
Same as Location If this box is checked, the suffix is same as the location
Person Code Enter Person Code
Address Information- Office Enter Office Address
Address Information- Postal Enter Preferred Postal Address
Other Address Enter Other Address
Home Phone Enter Home Phone Number
Alt. Phone Enter Preferred Phone Number
Work Phone Enter Work Phone Number 
Mobile Phone Enter Mobile Number
Direct Connect  
Home Email  Enter Home Email Address 
Work Email Enter Work Email Address
Home Fax Enter Home Fax Number
Pager Enter Pager Number
Work Fax Enter Work Fax Number
Skype Name Enter Skype User Name
Federal TIN Enter Federal TIN Number
State TIN Enter State TIN Number 
SSN  
Trade Term   
DOB   
Gender Enter Gender
Marital Status Enter Marital Status
Lead/ Import Source Enter Lead
Origin Source  
Origin Notes   
Website/ URL Enter Website
Contact Type
Prospect If this box is checked, the contact is a prospect 
Client If this box is checked, the contact is a client 
Employee If this box is checked, the contact is an employee
Vendor If this box is checked, the contact is a vendor
Family If this box is checked, the contact is a family
Other  
Is Active If this box is checked, the contact is active
Exclude From Mailings If this box is checked, the contact will be excluded from mailings
Do not Email If this box is checked, the contact will not be sent an Email


































See also

Quick Add Contact Detail Screen