Contacts (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Common > Contacts > All contacts. On the All contacts list page, double-click a contact.
Use this form to record contact information for individuals.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs (Action Pane)
Tab |
Description |
---|---|
Contact |
Create or update information about a contact, or associate a contact with a customer, vendor, or prospect. |
Competencies |
View or update the professional competencies of the contact. |
Market |
View or maintain marketing information for the contact. |
General |
View more information about the contact and the contact's associations. |
Tabs (lower pane)
Tab |
Description |
---|---|
General |
View or modify information about the selected contact. |
Addresses |
View, add, or modify address information for the selected contact. |
Contact information |
View, add, or modify contact information for the selected contact. |
Employment information |
View or add professional information for the selected contact. |
Miscellaneous details |
View or add miscellaneous information about the selected contact. |
Buttons (Action Pane)
Button |
Description |
---|---|
Inactivate |
Set the status of the selected contact record to inactive. |
Contact |
Create a new contact record. |
Add to Microsoft Outlook contacts |
Add the selected contact to the list of contacts in Microsoft Outlook. |
Customer |
View the customer record that the selected contact is a contact for. |
Vendor |
View the vendor record that the selected contact is a contact for. |
Prospect |
View the prospect record that the selected contact is a contact for. |
Attachments |
View documents or notes that are attached to the selected contact. |
Interests |
View or enter the personal interests of the selected contact. |
Professional experience |
View or enter information about the selected contact’s professional experience. |
Certificates |
View or enter professional or educational certificates that the selected contact has acquired. |
Courses |
View or enter professional or educational courses that the contact has attended. |
Education |
View or enter information about the selected contact's education. |
Positions of trust |
View or enter information about any position or role that the contact performs that is outside the responsibilities of the contact's primary position. |
Project experience |
View or enter information about the projects that the selected contact has contributed to. |
Skills |
View or enter the skills of the selected contact. These skills can be used when you perform skill mapping. |
Campaigns |
View the campaigns that include the selected contact. |
Calls |
View the selected contact’s call log. |
Call lists |
View the call lists that include the selected contact. |
Mailings |
View the mailing lists that include the selected contact. |
Quotations |
View the quotations that have been created for the selected contact. |
Sales orders |
View the sales orders that have been created for the selected contact. |
Leads |
View the lead records that are associated with the selected contact. |
Opportunities |
View the opportunity records that are associated with the selected contact. |
Transaction log |
View the transaction log for the selected contact. |
Activities |
View, create, or update activities for the selected contact. |
Buttons (lower pane)
Button |
Description |
---|---|
Change name |
Open the Name details form to change the name of the selected contact. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Map |
Open an online map for the selected address. |
More options |
Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
More options |
Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
Fields
Button |
Description |
---|---|
Contact ID |
The unique identification number of the selected contact. |
Contact for |
Enter the name of the party that the selected contact is the contact for. |
Personal title |
Select the personal title of the selected contact. |
Display as |
Select how the contact name is displayed. For example, a contact name can be displayed in the following order: last name, first name, middle name. |
Address books |
Select the address books that the contact is assigned to. |
Language |
Select the preferred language for the selected contact. |
Address |
View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format. |
Purpose |
View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services. |
Primary |
View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party. |
Type |
Select the method that is used to contact or communicate with the selected contact. |
Contact number/address |
Enter the number or address that corresponds to the type of contact information. For example, enter a telephone number or an e-mail address. |
Primary |
If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced. |
Microsoft Outlook categories |
Select the categories in Microsoft Outlook that include the selected contact. |
Sensitivity |
Select the sensitivity level of the projects that the selected contact is involved in. |
Manager |
Select the name of the selected contact's manager. |
Employee responsible |
Select the name of the employee in your organization who is responsible for working with the selected contact. |
Direct mail |
Select this check box to indicate that postal mail can be sent directly to the contact. |
Organizational ID |
Enter the organizational identification number that is assigned to the contact's organization. |
Government ID |
Enter the governmental identification number that is assigned to the contact's organization. |
Mileage |
Enter the distance, in miles, of the selected contact from your organization. |
Skill mapping |
Select this check box to include the selected contact in skill mapping. |
Reason code |
If you are excluding the selected contact from skill mapping, select the reason for the exclusion. |
Loyalty |
Select the loyalty level of the selected contact. |
Decision |
Select the level of input that the selected contact is allowed to have in decisions. |
Character |
Select a character assignment for the selected contact. |
VIP |
Select this check box to indicate that the selected contact is a VIP. The value of the VIP check box can be used as a criterion to select contacts when you create campaign targets, mailings, and so on. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).