Contact Card

The contact is divided into tabs:

• General

  • Basic contact information (number, name, contact type, legal form code, legal subjectivity code, register, etc.)

• Historie (History)

  • The tab displays the standard list of "Interaction Log Entries", with the difference that the contact card shows only the interactions of the contact. Filter on Contact No. and Company No.

• Communications

  • Contact communication data (registration address code, registration address, telephone, fax, e-mail, correspondence address)

• Personal Data

  • Data for export to the NBCIR (Personal Identification Number, Personal Name, Document Number, Gender, Job Title, etc.)

• Foreign Trade

  • Data related to foreign trading (Currency Code, VAT Number, etc.)

• Other (Other)

  • Other data (VIP category, RISK, Contract Sign Off Person 1, etc.)

• Driver

  • Data relating to the person who is the driver is used in operational leasing

• Profile Questionnaire

  • Additional contact information (Questions, Answers)

The following important buttons are located on the card:

• Alternative Addresses

  • opens an overview of alternative contact addresses (see below for description)

• Customer/Supplier/Bank

  • opens an overview of business relations, i.e. what types of partners have already been created from the contact

• Financing Contracts

  • opens the contact's contract overview

• Insurance Contracts

  • Opens an overview of the contact's insurance contracts

• Contact Rating

  • Opens an overview of the contact's ratings (see below for description)

• Contact Business Places

  • opens an overview of the contact's business points (contact's cost centers, see below for a description)

• Contact Group Relations

  • Opens the Relation Contact Linkage overview: Parent Company, Subsidiary, Sister Company (see below for description)

Individual tabs: