The mask contact persons manages all contact persons of the assigned contacts. Information about the department and function of the contact person and the communication possibilities are defined here. A different company address can also be defined in the mask.

The mask consists of the following elements:

• Basisinformationen:
  • Kontakt: Dieses Feld verweist auf die Firma des Ansprechpartners.
  • Typ: Im Feld Typ können die in den Collections (siehe Administrationsleitfaden) definierten Angestelltenverhältnisse des Ansprechpartners (beispielsweise Externer Mitarbeiter, Festangestellt, Freier Mitarbeiter, Unternehmer, etc.) zugewiesen werden.
  • Anrede, Titel, Name und Vorname: Diese Felder kennzeichnen die Anrede oder/und den Titel sowie den Vor- und Nachnamen des Ansprechpartners.
  • Abteilung und Funktion: In diesen Feldern kann die Abteilung und die Funktion des Ansprechpartners eingetragen werden.
  • gesperrt, Sperrgrund: Diese Check-Box ermöglicht es, den Ansprechpartner für die Weiterverwendung im System (Projekt, Vertrag) zu sperren. Der Grund kann im Feld Sperrgrund eingetragen werden (z.B.: nicht mehr in dieser Firma beschäftigt).
  • Bemerkung: Dieses Feld dient der Erfassung von Bemerkungen zum Ansprechpartner.

• Adresse & Kommunikation:
  • Adresse, PLZ, Ort und Land: Diese Felder kennzeichnen die vollständige (geschäftliche) Adresse des Ansprechpartners.
  • Telefon, Fax, Mobil und E-Mail: Diese Felder kennzeichnen die Erreichbarkeit des Ansprechpartners per Telefon (Büro und Handy), Fax und per E-Mail. Das Klicken auf die E-Mailadresse öffnet das Standard-Mailprogramm des Benutzers mit der eingetragen E-Mailadresse.

• Bild: An dieser Stelle kann ein Foto des Ansprechpartners oder der Ansprechpartnerin hochgeladen werden.

• Actions: This element contains all assigned actions for the contact person. The actions are managed in the mask action.
• Dates: This element contains all assigned dates for the contact person. The actions are managed in the appointment calendar.
• Campaigns: All campaigns that have selected the defined contact person as the target group are transferred here. The campaigns are managed in the campaigns mask.
• Meetings: This element contains all information about meetings.

• Career:
  • KAM: The key account manager can be added here.
  • Hiring Date: Here the entry date of the contact person can be entered.
  • Superior and Assistant: Superiors and the assistant of the contact person can be entered here.
  • Office: This field indicates the office of the contact person in the contact.
  • Occupation and Organization: The occupation and organizations of the contact person can be entered here.
  • Former and Further Companies: If necessary, further and former companies of the contact person are entered here.

• Profiles: The contact person's Xing, Facebook, LinkedIn and Google+ profiles can be linked here.

• Known Contact Persons: Any contact persons can be assigned to the defined contact person here. The contact persons are managed in the mask contact person.

• Address & Communication (private):
  • Street, Postcode, City and Country: These fields indicate the complete (private) address of the contact person.
  • Private Communication Options (Telephone, Mobile, Fax, e-mail Address): These fields indicate the contact person's availability by telephone (office and mobile), fax and e-mail. Clicking on the e-mail address opens the user's standard mail program with the entered e-mail address.

• Further Information (private):
• Birthday and Hobbies: Here you can store further private information about the contact person.
• Name of Partner and Name of Child(ren): If desired, the name of the partner and the names of the children of the contact person can be entered here.

• Supplier Evaluation: This element enables the suppliers to evaluate, for example: prices or punctuality.

• Technical Settings & Details:
• Receives ICal: Here you can select whether the contact person receives ICal.
• Old Record: If this contact person was created with the “Create Duplicate” action, a reference to the original document is displayed at this point.

The document class contains the following actions:

• Print: This allows you to print the document.
• Output Report Data: This action prints the contact data in an Excel overview.
• Set/Reset Locked Indicator: This action enables you to lock or unlock the contact person for further use in the system.
• Change Contact: This action enables you to change a contact.
• Create Project: This action enables you to create a project.
• Create VCard: This action allows you to create a VCard.