Addresses: General tab

You enter important address data on the General tab. Functions for permitted contact methods, or for planning a route to visit a customer, increase data quality and provide input support.

Fields for recording contact data

Clicking the Company field displays multiple input help fields. Click next to the corresponding entry to enter your data.

Likewise clicking the Name field for contact persons and individual contacts displays multiple input help fields. Click next to the corresponding entry to enter your data.

Name prefix as field may be displayed if addresses contain a specific entry, for example, Netherlands in the Country field.

The administrator defines whether this field is displayed, and, if yes, for which country.

A name from the Netherlands such as de Jong is thus saved to 2 fields if you have entered the name in both fields. addresses in a list view are then displayed, if sorted by Name, under J and not under D.

The first name, second name and name prefix are included in the: Salutation in the document language and Address lines 1-7 mail merge fields.

The Name prefix field is not automatically added to the First name and Second name mail merge fields, but has to be inserted as a mail merge field.

Address fields, address header, salutation, salutation row

Company address/Delivery address: with this dropdown list, you can define which postal address you want to enter.

Clicking the little black arrow to the right of the input field for addresses shows a menu with which you can copy and past the company/delivery address.

Example
You have entered the company address. Click the little black arrow and select Copy. Switch now to Delivery address with the drop-down list. Click on the little black arrow to the right and select Paste. The entries of the company address are inserted for the delivery address.

The postal address that is displayed in the drop-down list is also used if you select the Create document function and if you use a Microsoft Word template with mail merge fields for the postal address. Microsoft Word inserts the company address into the address field if it was selected before you click Create document. If you have, for example, selected the delivery address before, the delivery address is adopted.

In each data record address you can use up to 3 addresses. The default address is displayed when a contact is open.

addresses can include one or several address data, for example, company address, delivery address, home address. One of these addresses is the default address.

The default address is often used for automatic functions, for example, if you write a letter or e-mail campaign, or if addresses are georeferenced. For other functions, one of the other addresses can be selected, for example, the label print function.

In the Management Console, your administrator defines which postal address is displayed when creating an individual contact. This default value can be changed by users in the address data record.

You can define the default address in the Desktop Client by displaying an address in the open data record window. In the other clients, the default address is defined via an option. The most recent settings always apply, this means that the administrator's settings overwrite the user's settings, and vice versa.

The Country field determines the order of postal addresses.

Country and postal address

Form of address, salutation and gender are available for individual contacts and contact persons. Form of address and salutation depend on country and gender and are automatically filled in.

Form of address is used in the address if the address is being used, for example, in a letter header or on an envelope.

Salutation is the direct method of addressing someone in an letter or an e-mail, for example, "Dear...".

Entering individual forms of address into the Salutation field makes special forms of address available for you to use.

Address fields, Address header, Salutation, Salutation row

Gender is a drop-down list that contains values such as male, female, other and none. This enables you to take account of, for example, that an individual contact can also be a company or a family.

When you enter the person's second name, the system automatically completes the form of address, gender and salutation fields.

Comfortable communication

Multiple phone numbers and e-mail addresses are possible for each address data record, and they can be formatted automatically.

The Contact data field shows the phone numbers, fax numbers, e-mail addresses, and so on, for this address. The most important contact data is displayed at the top.
Clicking on the field enlarges it and allows you to view or edit all available contact data.

In the Edit contact data window, click the corresponding icon to dial the phone number, open the Send new e-mail window or open your Web browser.

This icon next to the Contact data opens a window in which you can view and edit all phone and fax numbers, e-mail addresses, and so on.

Edit contact data window

The preferred contact type indicates how a customer or business partner would prefer to be contacted.

Preferred contact method: define how you want to address the respective customer, lead, and so on.

Permitted contact method: in addition to the preferred contact method, you can define the permitted communication channels that should be used for contacting this address.

Preferred and permitted contact methods are also used in the campaign wizard: addresses are automatically assigned to an action according to their preferred contact method.

Important

You can select what option for preferred and permitted types of contact you want to use, if the relevant fields in an address data record have been filled. For example, if you do not enter an e-mail address, then it will not be possible to use e-mail as either a preferred or permitted type of contact.

If you delete contact data such as e-mail addresses or phone numbers, and some of this data has been set as the preferred or permitted type of contact, then you will be sent a message via the automatic address check.

CAS genesisWorld does not offer a system-supported integration (CTI) for SMS as a contact method as with an e-mail client or a telephony system. You can always activate SMS as the preferred option, even if you have not filled in the Phone or Mobile phone fields.

Specifying addresses

What role does a customer have within their company? Would you like to display a hint immediately, which shows information since your last visit?

Department: Enter the contact's department in the input field.

Position: Enter the contact person's position.

Responsible:Click the button on the right to open the Select participants window. This is how you enter an account manager or responsible.

Category: clicking the icon to the right opens the category window with input help. Tick the checkbox in the right column to assign a category to the current data record.

If you enter a category manually it must match a category of the selection window. If the entry does not match, the input is rejected.

tags: Enter here a short comment for the data record or some tags.

Notes can be created for all data records. You can enter any text in this field. Use the time stamp button to automatically fill in your user name, the date and the time.

You can use, for example, the notes field for tasks with several working steps that require you to communicate with colleagues. Each data record change is marked by a time stamp. Progress and results are thus easy to reconstruct.

Enter a text.

Click on Insert time stamp. With this button, you insert your user name, the date and the time at the beginning of the notes.

You can insert pictures and format texts and so on in the notes field.

CAS genesisWorld text editor

Recording addresses systematically

Specific types of company address are recorded in a uniform manner by selecting default parameters provided by your administrator in the Type and Status fields.

Type and Status are drop-down lists, in which you can select an entry from a list by means of input help. These fields are only available in the Premium Edition.

The values suggested and displayed in the Status drop-down list are automatically determined by the value you select from the Type drop-down list, and as such regarded as suitable responses to the Type field value.
Selecting an input value in the Type field can trigger a variety of functions.
Data records can be completed consistently using the input help options for the fields and with the help of various other functions too. In addition, the exact information required is available in the data record.

Your administrator defines the input help options for type and status as well as the functions which depend on them.

Type and status: Functions and examples