Contact

A person: name, job title, how to reach him, and his mailing address.

Where

Customer Relationship Management › New › Contact

Who uses it

Salespeople, service staff

When

Whenever a new person is met

Needs first

Cities, states and countries for the address

What it is for

An address book of people. A contact is a record on its own: the Contact fields on Case and Visiting Pass are typed, not picked from this list, and the lead keeps its own contact details.

Every field in plain words

Field	What it means	What to put
Contact	The contact's code	Required, unique
Salutation	Mr, Ms and so on	Required. Picked from the list
First Name		Required
Middle Name, Last Name		Optional
Suffix		Optional. Set when the contact is created
Mobile, Fax, Phone, Email	How to reach the person	Optional
Title	Job title	Optional
Reports To	The person's manager	Typed
Department	The person's department	Typed
Street, City, Zip/Postal Code, State, Country	Mailing address	City, State and Country are picked from their lists

What it is connected to

• Nothing reads contacts automatically. See CRM lists, reports and board for where CRM records are listed.