If you click the icon, a number is created automatically. A number automatically created by the system is based on the criteria determined by the administrator.You enter additional data for an address with fields and buttons.
If you click the icon, a number is created automatically. A number automatically created by the system is based on the criteria determined by the administrator.
It might occur that you create a data record with the number already existing. In this case, the administrator has defined that this field ist automatically filled in when creating the data record. You can change the default number.
Preferred language: here you can select what language you want to use to address your customer, prospect and so on.
You can use this field, for example, in an filter if you are creating form letters or e-mail campaigns.
Checked on/by automatically displays the date and the address service if a check has been carried out with an address service.
These fields are updated if the suggested changes are applied, or an address proved to be correct during an automatic check or was corrected.
You can also change these values manually if other colleagues are responsible for the recording of contact data or if you are not using an address service yourself.
You can use these fields in a filter or for a search.
One such address service is the Unternehmensverzeichnis.org
fan portfolio group is a value used to determine customer satisfaction. The value can be calculated after completing a questionnaire or you can enter it manually.
These include the account holder, account number, sort code, bank, payment method, international bank account number (IBAN) and banking identifier code (BIC or SWIFT code).
The IBAN field is now displayed in blocks of four to improve readability, each block being separated by a space. If the IBAN field is inserted into form letters and e-mail campaigns, it is also entered with spaces.
You can enter the data with or without spaces. The corresponding spaces will be entered after saving.
Enter turnover, discount and initial contact details. You can enter the date of the initial contact directly or click on the text to select the date.
When was the last time your customer was contacted? Depending on the settings and edition you are using, this field might be completed automatically.
You can use the options for Christmas and birthday cards, for example, for specific views or filters. You can also note gift ideas or particular preferences.