Set Up Contacts

When creating contacts, you can enter specific information, such as the industry that the contact belong to and your business relationship with the contacts.

Before you create contacts and record details about your business relationships, you must set up the different codes that you will use to assign this information to your contact companies and people. Codes can be set up for mailing groups, industry groups, business relationships, Web sources, organizational levels and job responsibilities. You can set these up by choosing the New action as you look up to the lists from the contact card.

By having this information set up, creating contacts is much more organized and being able to find all contacts based on a certain group will be more efficient. Every group at your company will be able to find the is information making communication with the contacts more successful.

To assign industry groups to a contact

You use industry groups to indicate the type of industry to which your contacts belong, for example, the retail industry or the automobile industry.

Note

This is only possible for contacts of type Company.

The industry group code defines the type or category of the group, such as ADVERT for advertising, or PRESS, for TV and radio. You can have several industry group codes. To define the industry groups, you use the Industry Groups page.

  1. Open the relevant contact card.
  2. Choose the Company action, and then the Industry Groups action. The Contact Industry Groups page opens.
  3. In the Industry Groups Code field, select the industry groups you want to assign.

Repeat these steps to assign as many industry groups as you want. You can also assign industry groups from the contact list by following the same procedure.

The number of industry groups that you have assigned to the contact is displayed in the No. of Industry Groups field in the Segmentation section on the Contact Card page.

After you have assigned industry groups to your contacts, you can use this information to select contacts for your segments. For more information, see Add Contacts to Segments.

To assign mailing groups to a contact

You can use mailing groups to identify groups of contacts that you want to receive the same information. For example, you can set up a mailing group for the contacts that you want to send a notification of an office move, or another group for sending holiday gifts.

The mailing group code defines the type or category of the group, such as MOVE for office move, or GIFT for holiday gift. You can have several industry group codes. To define the industry groups, you use the Mailing Groups page.

  1. Open the relevant contact card.
  2. Choose the Mailing Groups action. The Contact Mailing Groups page opens.
  3. In the Mailing Groups Code field, select the mailing group that you want to assign.

Repeat these steps to assign as many mailing groups as you want. You can also assign mailing groups from the contact list by following the same procedure.

The number of mailing groups you have assigned to the contact is displayed in the No. of Mailing Groups field in the Segmentation section on the Contact Card page.

After you have assigned mailing groups to your contacts, you can use this information to select contacts for your segments. For more information, see Add Contacts to Segments.

To define a contact's alternate address

You can assign an alternate address where your contact sometimes wants to receive mail and information, for example, their summer cottage. You can also assign one or several date ranges to each alternate address you have entered for your contacts to specify when each address is valid.

  1. Open the relevant contact card.

  2. Choose the Alternative Address action, and then choose the Card action.

    To define that the alternate address applies in a specific period, choose the Date Range action instead.

  3. On the Contact Alt. Address List page, enter a new alternate address and fill in the fields on the Contact Alternative Address page.

Repeat these steps to assign as many alternate addresses as you want. For each alternate address you may want to specify one or several date ranges.

To assign job responsibilities to a contact

You can add information about the job responsibilities of contact persons to indicate what the contact person is responsible for within their company, for example, IT, management, or production. You can use this information when entering information about your contacts.

Note

This is only possible for contacts of type Person.

The job responsibility code defines the type or category of the job, such a MARKETING or PURCHASE. You can have several job responsibility codes. To define the job responsibility, you use the Job Responsibilities page.

  1. Open the relevant contact card.
  2. Choose the Person action, and then choose the Job Responsibilities action. The Contact Job Responsibilities page opens.
  3. In the Job Responsibility Code field, select the job responsibility that you want to assign.

Repeat these steps to assign as many job responsibilities as you want. You can also assign job responsibilities from the contact list by following the same procedure.

The number of job responsibilities you have assigned to the contact is displayed in the No. of Job Responsibilities field in the Segmentation section on the Contact page.

After you have assigned job responsibilities to your contacts, you can use this information to select contacts for your segments. For more information, see Add Contacts to Segments.

To assign organizational levels to a contact

You can use organizational levels on your contacts to specify which position they have in the company, for example, top management. You can use this information when entering information about your contacts.

Note

This is only possible for contacts of type Person.

The organizational level code defines the type or category of the organizational level, such a CEO or CFO. You can have several organizational level codes. To define the organizational level, you use the Organizational Levels page.

  1. Open the relevant contact card.
  2. In the Organizational Levels field, select the code you want to assign.

After you have assigned organizational levels to your contacts, you can use this information to create segments.

After you have assigned job responsibilities to your contacts, you can use this information to select contacts for your segments. For more information, see Add Contacts to Segments.

To assign web sources to a contact

You can use web sources with your contact companies to identify, for example, search engines and web sites, on the Internet that you want to use to search for information about the contacts. When assigning web sources, you specify which search engine and search word the application will use to find the requested information.

Note

This is only possible for contacts of type Company.

When assigning web sources, you specify which search engine and search word that the application will use to find the requested information.

  1. Open the relevant contact card.
  2. Choose the Company action, and then choose the Web Sources action. The Contact Web Sources page opens.
  3. In the Web Source Code field, choose the web source you want to assign.
  4. In the Search Word field, enter the search word that you want to use to find the information.

Repeat these steps to assign as many web sources as you want.

To assign business relations to a contact

You can use business relations to indicate the business relationship you have with your contacts, for example, a prospect, bank, consultant, service supplier, and so on.

Note

This is only possible for contacts of type Company.

  1. Open the relevant contact card.
  2. Choose the Company action, and then the Business Relations action.
  3. On the Contact Business Relations page, in the Business Relation Code field, select the business relation you want to assign.

Repeat these steps to assign as many business relations as you want.

The number of business relations you have assigned to the contact is displayed in the No. of Business Relations field in the Segmentation section on the Contact page.

After you have assigned business relations to your contacts, you can use this information to select contacts for your segments. For more information, see Add Contacts to Segments.

Automatically Copying Specific Information from Contact Companies to Contact Persons

Some information about contact companies is identical to the information about the contact persons working within these companies, for example, the address details. On the Inheritance FastTab on the Marketing Setup page, you can specify which fields on the contact card for a company is copied to the contact card for a person each time you create a contact person for the contact company.

When you modify one of these fields on the contact company card, the same fields on the contact person card are updated, unless you have manually modified the field on the contact person card.

For more information, see Create Contacts.

Using Predefined Defaults on New Contacts

You can decide that the application automatically assigns a specific language code, territory code, salesperson code, and country/region code as defaults to each new contact you create. You can also enter a default sales cycle code that application automatically assigns to each new opportunity you create. You set this up on the On the Defaults FastTab on the Marketing Setup page

The inheritance of fields overwrites the default values you have set up. For example, if you have set up English as the default language, but the contact company's language is German, application will automatically assign German as the language code for the contact persons recorded for that company.

Synchronizing Contacts with Customers, Vendors, and Bank Accounts

In order to synchronize the contact card with a linked customer, vendor, or bank account card, you must fill in the relevant field in the Bus. Relation Code for section on the Interactions FastTab on the Marketing Setup page.

For more information, see Synchronizing contacts with customers, vendors, and bank accounts.

Searching for Duplicate Contacts

You can choose to have application automatically search for duplicates each time you create a contacts, or you can choose to search manually after you have created contacts. You can also choose to have application update the search strings automatically each time you modify contact information or create a contact. You can decide the search hit percentage, that is, the percentage of identical strings two contacts must have for application to consider them as duplicates. You set this up on the Duplicates FastTab on the Marketing Setup page.

When you have found a duplicate contact, you can use the Merge Duplicate page to merge it into an existing contact record that you want to keep. For more information, see Merge Duplicate Records.

See Also

Managing Contacts
Create Contacts
Managing Sales Opportunities
Working with Business Central