Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Contact page

In Creatio, a contact can be:

Attention

To synchronize with external resources, you need to perform the initial setup. Social network integration, Google synchronization, and Single Sign-On technology are described in separate chapters.

Note

Contact personal data are stored in the contact’s profile, on the [Communication channels] and [Addresses] details at the [Contact info] tab and on the [Job experience] detail at the [current employment] tab. In the database, they correspond to the following tables: “Contact”, “ContactCommunication”, “ContactAddress” and “ContactCareer.”

The contact profile and connected legal entity profile are located on the left side of the contact page. Profiles contain basic information on the current and connected records.

The action panel, which contains activities, posts, and emails, created when working with the contact, is located at the top of the page.

Workflow bar options:

  • btn_com_workflow_card_action.png – schedule a task.

  • btn_com_workflow_card_email.png – send an email.

  • btn_com_workflow_card_feed_message.png – create a post in the record feed.

  • btn_com_workflow_card_call.png – make phone call notes.

Tabs, which contain contact fields and details, are located below the action panel.

Record profile

General information about a contact.

Photo

A photo  is displayed on the contact's page as well as next to the contact name when displayed in other sections and in the feed.

Click the btn_add_userpic.png button to add a new photo. We recommend uploading a square image (aspect ratio: 1:1).

Click on the btn_delete_userpic.png button to remove the photo.

If you mouse over the photo area, the buttons will become visible.

Time zone and city

Contact's time zone and current time, determined automatically, using data on the [Addresses] detail. Read more >>> 

Full name

First name, middle name, last name of the contact.

Full job title

Contact's job title, for example, “Director” or “Department manager.”

Mobile phone

Mobile phone number. The value is synchronized with the [Communication options] detail of the [General information] tab.

Business phone

Business phone number. The value is synchronized with the [Communication options] detail of the [General information] tab.

Email

Email address. The value is synchronized with the [Communication options] detail of the [General information] tab.

Service profile

General information about the contact’s service conditions.

Owner

Name of the user responsible for the contact.

Type

Contact type: customer, contact person or employee.

Branch

Name of the bank branch which provides services to the contact.

Segment

Here you can specify which kind of customer the contact is, e.g., regular or VIP.

Legal entity profile

The profile of the legal entity contains the name, type, and owner of the legal entity, as well as the website address, primary phone, category and industry of the company that is the contact’s employer.

Changing the legal entity specified in the profile will also change information on the [Job experience] detail of the contact page. Likewise, modifying the information on the [Job experience] detail will update the legal entity specified in the contact’s profile.

The [General information] tab

The tab contains date and place of birth, citizenship, home address, noteworthy events and connections to other contacts or legal entities.

Title

Honorific, for example, “Mr” or “Mrs.”

Gender

Contact gender.

Salutation

The preferred way to address the contact, e.g., by last name.

Preferred language

The language to use by default for automated communications with the contact. Affects the language of email notifications. If no preferred language is set for a contact, the notifications will be sent in English (the default language). The drop-down list of this field contains only languages whose status is set to “Active” in the [Customer languages] lookup.

Age

Contact’s age.
The field is populated automatically and is grayed out if automatic calculation of contact age is enabled. Creatio calculates a contact’s age based on the value in the [Birth date] field. If the [Birth date] field is empty, the value in the [Age] field will be “0.”
If you disable the automatic calculation of contact age, the [Age] field will become editable. More information is available in the “Contact age calculation” article.

Birth date

Contact’s date of birth. If you fill in this field, a "Birthday" noteworthy event will be automatically created for the contact. Updating the value in this field will update the dates for the corresponding noteworthy events. The value in this field is also used to calculate the contact's age.

Birthplace

Contact’s place of birth.

Citizenship

Citizenship of the contact.

SSN

Contact’s social security number

Customer type

Type of customer, for example, “Bank client” or “Potential customer.”

Identity documents

This detail contains the list of the documents that the contact submits for identification.

Citizenship

Citizenship of the contact. This is a non-editable field. The field is filled in automatically, based on the value in the [Citizenship] field on the contact's page.

Series

Letters that precede the document number.

Number

The number of the document.

Issued by

The name of the authority that issued the document.

Primary

Checkbox that determines whether the document is primary at the moment it has been issued.

Document type

Name of the document, e.g., “Passport” or “Driver's license.” This is a required field.

Issued on

Document issue date.

Valid until

Document expiration date.

Department code

The code of the authority that issued the document.

Document link.

Link to a record in the [Documents] section where you can store a scan copy of the document.

You can add additional data on the [Attachments and notes] tab.

Communication options

This detail contains the list of contact’s communication options, as well as the list of the banned ones.

The detail fields are displayed when you select the corresponding commands in the btn_chapter_mobile_wizard_new_role.png menu.

Types of contact’s communication options.

Business phone

The phone numbers you can use to contact the contact. Communication option types are defined when a record is added (you can change them later).

Mobile phone

Home phone

Skype

Contact’s Skype account.

Email

Website and email addresses of the contact.

Web

Facebook

Contact’s social network profiles.   A separate page is used to link a social network account to the contact

Twitter

Do not use email

Checkboxes signify which communication options should not be used to contact a contact. For example, if a contact does not wish to receive mails, select the [Do not use mail] checkbox. For example, if a contact did not consent to receive emails, select the [Do not use Email] checkbox.

 

When sending bulk emails via the [Send email] element in the business process or case, Creatio ignores the [Do not use email] checkbox selected in the [Communication options] detail.

Do not use phone

Do not use SMS

Do not use mail

Do not use fax

Note

The record list displays the last of the entered email addresses of the contact.

You can use default types of communication options or add custom ones. Use the [Communication option types] lookup to add custom types of communication options.

Note

Custom communication option types fall into one of the pre-set “communication types”: Email, Phone, Skype, SMS, Social network or Web. Be sure to select one when adding a custom communication option type.

Attention

If the MS Exchange integration is configured, it is not recommended to change default communication option types, since this may lead to synchronization errors. More information about contact fields is covered in a separate article.

Buttons on the [Communication options] detail:

btn_com_call.png – call to a contact. The button is displayed on the page if at least one field of the “Phone” type communication options is available Click the button to open the communication panel and dial the corresponding phone number.

Note

Phone integration is required to make calls. Read more>>>

btn_com_workflow_card_email00001.png – email the contact. The button is displayed on the page if at least one “Email” communication option field is populated. Click the button to create a new email draft with the corresponding account specified in the [To] field. If you have synchronized your mail client with Creatio, the draft will be created directly in the Creatio. Otherwise, your default mail client will open.

btn_communications_visit_web.png – visit the contact’s website. The button is displayed on the page if at least one “Web” communication option field is populated. Click this button to open the corresponding website. The website will be opened in your default browser.

btn_facebook_7_11.png – open Facebook search page for selecting the contact’s Facebook accounts for adding to the list of the contact’s communication options. If a Facebook account has already been added as a communication option, clicking the button will open the contact’s Facebook page.

Addresses

List of all addresses of the contact.

Address type

Type of address of the contact, for example, “Registration” “Business.” Defined when a record is added. You can change it afterward.

Primary

Indicates the primary address. Select this checkbox to display this address in the contact profile. By default, the [Primary] checkbox is selected for the first address added to the [Addresses] detail, but you can select this checkbox for a different address at any time. The checkbox in the original record will be cleared.

Address

Street, building number and other details of the contact’s address.

City

Contact’s location. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, the [Country] field will be populated automatically when you fill in the [City] field. Similarly, if you enter a province in the [State/province], the [Country] field will be populated automatically. When you fill in the [Country] field, the [State/province] and [City] fields will display only those regions and cities, which correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup.

Country

ZIP

Postal code of the contact’s address.  

Note

The list displays the contact’s primary address.

Noteworthy events

List of contact’s noteworthy events.

Type

Type of the noteworthy event, such as “Birthday” or “Company day.” Defined when a record is added, but can be changed.

Date

Date of the noteworthy event.

Note

Noteworthy events of the “Birthday” type are linked to the [Birth date] field of the contact. If you populate the [Birth date] field, a "Birthday" noteworthy event will be automatically created for the contact. Likewise, if you add a noteworthy event of the “Birthday” type, the [Birth date] field will be populated accordingly. The same applies whenever the existing data is modified.

Connected to

Connections of the contact with other contacts and legal entities.

 

Name of the contact for whom a connection is established. This is a non-editable field.

is a/an

Relationship type, for example, “Employee” or “Employer.” When you select a connection, the inverse connection type is automatically filled in the [Inverse relationship] detail.

For a contact

Name of the connected legal entity or name of the connected contact.

Actual

The checkbox indicates whether the relationship is relevant at the present time.

Notes

Any additional information about the entities.

The [Additional information] tab

The tab contains the following information about the contact:

Education

Highest level of education completed.

Social status

The general social group that the contact belongs to, e.g., “Public servant”, “College student”, e.t.c.

Consent to the processing of personal data

Select this checkbox if a contact has given consent to process their personal data.

Marital status

The field block contains information about the family of the contact.

Marital status

Indicates whether the contact is currently married.

Spouse

Select a contact who is the spouse of the current contact.

Number of family members

Total family size of the contact

Number of children

Number of children

Additional

This block contains the following information about a contact:

Blacklisted

Select this checkbox if the contact has been added to the bank's black list.

Blacklisted on

Date when the contact was added to the black list. This field is displayed on the page after selecting the [Blacklisted] checkbox.

Reason

Circumstances surrounding the blacklisting of the contact. The field is displayed on the page after selecting the [Blacklisted] checkbox.

The [Employment] tab

The tab displays all information about contact's employment, including the current job and the previous ones.

Type of employment

Indicates whether the employment of the contact is a full time, part-time or seasonal.

Employer

Legal entity profile

Job title

Position held by the contact, for example, “Department manager.”

Full job title

Exact job title, such as “Sales department manager.” If you select a value in the [Job title] field, this field will be filled in with the selected value.

Department

Company's department where this contact works, for example, “Sales” or “Marketing.”

Role

Contact’s influence in the decision-making process, for example, “,” “.”

The data on the [Current employment] tab is synchronized with the information on the [Job experience] detail.

If you fill in the  [Legal entity] and when saving the page of the contact a message will appear prompting you to add a new record on the [Job experience] detail. When you click [Yes], a record with the new place of employment is automatically added on the [Job experience] detail. This information includes the company name and a day when the contact started working at the company. The [Primary] and [Current] checkboxes are also selected.

When you change the information in the fields of the [Current employment] tab that is associated with the [Job experience] detail (for example, information about the company, department, and position of contact), a message will appear prompting you to add a new record on the [Job experience] detail or to update an existing record. When a new record is added in the [Job experience] detail, the [Primary] and [Current] checkboxes are selected for this record, and the [Started on] field is filled in with the current date. The [Current] checkbox will be cleared for the previous place of work and the [Worked till] field will be filled in with the current date.

If you clear the [Employer] field on the [Job experience] detail, the [Current] checkbox is automatically cleared for this place of work, and the [Worked till] field is filled in with the current date.

Job experience

Information about all employers of the contact.

 

Current contact. This is a non-editable field.

 

Contact’s employer  

Job title

Position held by the contact, for example, “Department manager.”

Full job title

Exact job title, such as “Sales department manager.”

Department

Company department where the contact works.

Type of employment

Indicates whether the employment of the contact is full time, part time or seasonal.

Role

Contact's influence in the decision making process, for example, “Decision maker” or “Influencer.”

Start date

Date when the employee was assigned to work in this position.

Due date

Date when the employee left the job.

Primary

The checkbox indicates that this place of work is the principal one.

Current

The checkbox indicates the company where contact works at the present time.

Reason for job change

The reason why the employee decided to accept this position, for example, “Interesting work” or “Promotion.”

Notes

Additional information about the contact's employment.

Note

The [Current employment] field group displays information about the place of work for which both the [Primary] and [Current] checkboxes are selected.

The data on the [Job experience] detail is synchronized with the information in the [Current employment] field group.

If either of the [Primary] and [Current] checkboxes is cleared for a record in the [Job experience] detail, the data about the place of work will be automatically cleared in the [Current employment] field group. When a record with the selected [Primary] and [Current] checkboxes is modified, the data in the [Current employment] field group is updated automatically.

If you select the [Primary] and [Current] checkboxes for another record in the [Job experience] detail, a message will appear asking whether the contact is still working in the specified position. If you click the [Yes] button, the [Primary] checkbox for the previous place of work will be cleared. If you click the [No] button, the [Current] checkbox for the previous place of work will be cleared.

The [Timeline] tab

The [Timeline] tab contains chronologically organized entries that represent records linked to the current contact. Read more >>> 

The [History] tab

The [History] tab displays records that are connected to the current contact.

Activities

Tasks and meetings that are connected to the current contact. The detail displays information from the [Activities] section. To connect an activity to a contact, fill in the [Contact] field of an activity page.

Calls

The list of the subscriber's incoming and outgoing calls. This detail displays information from the [Calls] section. To connect an activity to a contact, fill in the [Contact] field of an activity page.

You can playback a recorded call directly on the detail. Read more>>>

Documents

This detail contains a list of documents connected to the selected contact. This detail displays information from the [Documents] section. To connect a document to a contact fill in the [Contact] page of the document.

Invoices

A list of bank accounts of the contact. Displays information from the [Invoices] section[Bank accounts] section. To connect an invoice to a contact fill in the [Contact] page of the invoice.

Email

Emails that are connected to the current contact. To connect an email to a contact, fill in the [Contact] field on the [General information] tab of the email page.

 

Contracts

A list of contracts concluded with the current contact. This detail displays information from the [Contracts] section. To connect a contract to a contact fill in the [Customer] field on the contract page.

Cards

List of credit/debit cards of the contact that displays information from the [Cards] section. To connect a card to a contact, fill in the [Customer] field of a document page.

The [Attachments and notes] tab

The [Attachments and notes] tab contains additional information and related links to web resources. Read more >>> 

Attachments

Use this detail to store files and links. For example, on this detail, you can add documents that reflect a contact's history or links to web resources.

Notes

The [Notes] detail is used to store additional text information. You can edit and organize your notes on the detail. If you switch to another tab of the contact page, the information on the [Notes] detail will be saved.

The [Feed] tab

The [Feed] tab displays the messages from the [Feed] section that are connected to the current contact.

See also

Integration with the MS Exchange service

Integration with Google services

Enrichment of contacts from the incoming email

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