Creating/editing individual contacts

Individual contacts can be companies or private individuals. This data record type is above all suitable for a sole trader or for companies with just one contact person.

Important information

The behavior of fields and the way they are displayed depends very much on the edition you are using, and your administrator's settings.

The fields and tabs displayed in your version of <Product> can deviate from the descriptions in help document. The display is dependent upon the edition, the add-on modules being used, and individual customizations such as those made by the administrator. This can result in either more or fewer fields and tabs being displayed, or the names and definitions of fields and tabs deviating from the descriptions found in the Online Help.

The fields and tabs displayed in a data record can also change, when you select certain entries in the Type field.

Mandatory fields are an option data records. Please keep special considerations in mind if you, for example, import data which use the replication function or other modules.

Checking mandatory fields

Entering and editing addresses

Using the Address Wizard you can record a lot of data for addresses almost automatically.

When you enter an address, some specific fields are completed automatically by the automatic address check or the program checks whether, for example, postal code or city/town match. If you save or open an address, the automatic address check is automatically run and you receive suggestions for improvement.

You can embed a picture in every address, for example, the photo of a contact or a company logo.

In a data record with multiple fields in a currency, only one currency can be valid - you can change this currency.

On the General tab, you can record the address, phone number and other important additional contact information.

Special functions for addresses

Special addresses

If multiple addresses for different functions are available for one person, then you can categorize these addresses as identities and display them in each of the addresses. This feature is available for contact persons and individual contacts.

From time-to-time you will have to deactivate some addresses, as you do not require them anymore, for example, because you have cancelled a contract with a customer. Instead of deleting these addresses, you can deactivate them.

Addresses can be marked as private addresses. Such addresses will only be visible to you in CAS genesisWorld.

Last communication

When was the last time your customer was contacted? Depending on the settings and edition you are using, this field might be completed automatically.

Business cards and Social Media

If you have been granted the respective permissions from your administrator, then the social network and search engine buttons will all be displayed.

Special considerations for international addresses

International addresses can be entered with special characters, especially when you deploy Unicode.