Contact Table

Contains all your contacts, both companies and persons, for example prospective customers, customers, vendors, but also consultants, competitors, and so on.

Some of the fields in the Contact table are valid for companies only, while others are valid for persons only or for both companies and persons. Therefore, when entering a new contact it is important that you specify if it is a new company or a new person working for a company already recorded as a contact. Information from a company to a person in that company is automatically updated if you have selected the relevant Inherit field in the Marketing Setup window.

If a contact is already recorded as a customer, vendor, or bank account, you can link it with the related records in the relevant cards. If a contact becomes a customer, vendor, or bank account, you can create a record or card based on the information entered in the Contact table. If you have allowed customer, vendor, and bank account integration in the Marketing Setup window, you only have to update information in one place. For example, when you correct an address on the customer card, the information is automatically updated in the Contact table.

List of Fields in the Table

To see the list of fields in this table, change to the Classic view. Choose the Choose View button in the upper-right corner, and then choose Classic.

Field	Location
Registered Field, Contact Table	New Zealand Local Functionality
IRD No. Field, Contact Table	New Zealand Local Functionality
ABN Field, Contact Table	New Zealand Local Functionality
ABN Division Part No. Field, Contact Table	New Zealand Local Functionality
No. of Opportunities Field, Contact Table	Relationship Management
Telex Answer Back Field, Contact Table	Relationship Management
No. of Industry Groups Field, Contact Table	Relationship Management
Pager Field, Contact Table	Relationship Management
Post Code Field, Contact Table	Relationship Management
Search E-Mail Field, Contact Table	Relationship Management
Name Field, Contact Table	Relationship Management
External ID Field, Contact Table	Relationship Management
Comment Field, Contact Table	Relationship Management
Calcd. Current Value (LCY) Field, Contact Table	Relationship Management
Last Time Modified Field, Contact Table	Relationship Management
Currency Code Field, Contact Table	Relationship Management
Extension No. Field, Contact Table	Relationship Management
Telex No. Field, Contact Table	Relationship Management
Initials Field, Contact Table	Relationship Management
Legal Form Field, Contact Table	France Local Functionality
Correspondence Type Field, Contact Table	Relationship Management
City Field, Contact Table	Relationship Management
Salesperson Filter Field, Contact Table	Relationship Management
No. Field, Contact Table	Relationship Management
Company No. Field, Contact Table	Relationship Management
Surname Field, Contact Table	Relationship Management
To-do Closed Filter Field, Contact Table	Relationship Management
Territory Code Field, Contact Table	Relationship Management
Job Title Field, Contact Table	Relationship Management
Close Opportunity Filter Field, Contact Table	Relationship Management
Mobile Phone No. Field, Contact Table	Relationship Management
Campaign Filter Field, Contact Table	Relationship Management
Phone No. Field, Contact Table	Relationship Management
APE Code Field, Contact Table	France Local Functionality
Home Page Field, Contact Table	Relationship Management
Chances of Success % Filter Field, Contact Table	Relationship Management
Date of Last Interaction Field, Contact Table	Relationship Management
To-do Entry Exists Field, Contact Table	Relationship Management
Estimated Value Filter Field, Contact Table	Relationship Management
Priority Filter Field, Contact Table	Relationship Management
E-Mail Field, Contact Table	Relationship Management
Last Date Modified Field, Contact Table	Relationship Management
First Name Field, Contact Table	Relationship Management
Estimated Value (LCY) Field, Contact Table	Relationship Management
No. of Job Responsibilities Field, Contact Table	Relationship Management
To-do Status Filter Field, Contact Table	Relationship Management
Fax No. Field, Contact Table	Relationship Management
Picture Field, Contact Table	Relationship Management
Team Filter Field, Contact Table	Relationship Management
No. of Mailing Groups Field, Contact Table	Relationship Management
Action Taken Filter Field, Contact Table	Relationship Management
Lookup Contact No. Field, Contact Table	Relationship Management
Trade Register Field, Contact Table	France Local Functionality
Stock Capital Field, Contact Table	France Local Functionality
Exclude from Segment Field, Contact Table	Relationship Management
Opportunity Entry Exists Field, Contact Table	Relationship Management
Cost (LCY) Field, Contact Table	Relationship Management
Date Filter Field, Contact Table	Relationship Management
Sales Cycle Stage Filter Field, Contact Table	Relationship Management
Sales Cycle Filter Field, Contact Table	Relationship Management
Country/Region Code Field, Contact Table	Relationship Management
Completed % Filter Field, Contact Table	Relationship Management
Search Name Field, Contact Table	Relationship Management
Type Field, Contact Table	Relationship Management
Company Name Field, Contact Table	Relationship Management
Organizational Level Code Field, Contact Table	Relationship Management
E-Mail 2 Field, Contact Table	Relationship Management
Probability % Filter Field, Contact Table	Relationship Management
Duration (Min.) Field, Contact Table	Relationship Management
No. of Interactions Field, Contact Table	Relationship Management
Middle Name Field, Contact Table	Relationship Management
Next To-do Date Field, Contact Table	Relationship Management
Address Field, Contact Table	Relationship Management
Name 2 Field, Contact Table	Relationship Management
Salesperson Code Field, Contact Table	Relationship Management
County Field, Contact Table	Relationship Management
Calcd. Current Value Filter Field, Contact Table	Relationship Management
No. Series Field, Contact Table	Relationship Management
Language Code Field, Contact Table	Relationship Management
Last Date Attempted Field, Contact Table	Relationship Management
VAT Registration No. Field, Contact Table	Relationship Management
No. of Business Relations Field, Contact Table	Relationship Management
Salutation Code Field, Contact Table	Relationship Management
Address 2 Field, Contact Table	Relationship Management
Fiscal Code Field, Contact Table	Italy Local Functionality

See Also

Reference

Contact Card

Other Resources

Relationship Management Setup
Synchronizing Contacts with Customers, Vendors and Bank Accounts