Sales Creatio, team edition
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Contact page

In bpm’online sales, a contact can be:

added manually;

imported as an Excel file;

saved after lead qualification;

received through synchronization with social networks.

received through Google synchronization.

created with incoming mail processing;

created with Single Sign-On authentication.

Attention!

To synchronize with external resources, you need to perform 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 account 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 enables you to:

Schedule a task btn_com_workflow_card_action.png.

Send an email btn_com_workflow_card_email.png.

Create a post in the record feed btn_com_workflow_card_feed_message.png.

Record call results btn_com_workflow_card_call.png.

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. 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 >>> 

Contact name

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

Full job title

Contact's job title, for example, “Direcor” 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.

Account profile

Under the profile with main information about contact, the profile of the account is located, in which fields are displayed with name, type and owner of the account, website address, primary phone, category and industry of the company the account works for.

Changing the account 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 account specified in the contact’s profile.

The [General information] tab

The tab contains salutation, address, noteworthy events and the contact's connections to other contacts or accounts. .

Type

Contact type: customer, contact person or employee.

Owner

Name of the contact, responsible for the current contact.

Title

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

Gender

Contact gender.

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, but can be changed.

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, bpm’online 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 new email draft with the corresponding account specified in the [To] field. If you have synchronized your mail client with bpm’online, the draft will be created directly in the system. 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 contact’s Facebook page.

Addresses

List of all addresses of the contact.

Address type

Type of address of the contact, for example, “Home”, “Business”. Defined when a record is added, but can be changed.

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

Date

Date of the noteworthy event.

Connected to

Connections of the contact with other contacts and accounts.

Contact

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 account or name of the connected contact.

Actual

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

Notes

Any additional information about the entities.

The [Employment] tab

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

Type of employment

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

Employer

Account 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 conatct works, for example “Sales” or “Marketing”.

Role

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

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

If you fill in the  [Account] 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 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 [Account

Job experience

Information about all employers of the contact.

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.

Start date

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

Due date

Date when the employee left the job.

Primary

Checkbox indicates that this place of work is the principal one.

Current

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”.

Description

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 types of linked records on the contact timeline include:

leads

opportunities.

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 play back a recorded call directly on the detail. Read more >>> 

Sales

A list of opportunities, connected with the contact.The detail displays information from the [Opportunities] section. To connect an opportunity with a contact fill in the [Contacts] detail on the opportunity page.

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.

Leads

List of leads that are qualified as the selected contact. This detail displays information from the [Leads] section. The lead is connected to the contact by the [Qualified as contact] of the [Leads] section.

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 lead 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

Contact profile enrichment

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