Assigning contact persons to organizations

For external companies created as contacts, you can also create the contact persons (employees) known to you. You can also create further relationships between external persons (employees) and this company. In doing so, you establish relationships with existing data records or create new ones.

Assigning contacts from the database

Note: Please note that existing contact data is not always updated automatically. If the address, telephone or fax numbers, and URL are empty, they will be filled in with the company data. If such a field is filled in, it will not be changed.

  1. Select the Sales/Contacts/Companies menu.
  2. Search for the company concerned.
  3. In the form of the external company, switch to the Staff tab.
  4. Select the Select staff member function on the tab to assign existing contacts. If the button is inactive, please check if the View is Corporate group and change to the Company view.
  5. Repeat this procedure for further staff members at the same level.

Assigning a nonexistent contact

You can create contact persons for a company quickly using Contact (new)/Staff from the function bar.

§ GDPR: When capturing persons as contacts, you must observe the GDPR and privacy! See GDPR-compliant registration of persons.

For new contacts, you must obtain their consent to storing and processing their personal data. In addition, they must have consented to receiving information in the form of emails (newsletters, etc.).

Personal data in the CRM standard

Component

Field title

Comment

 


Name

form of address / sex

("Hr.", "Fr.", "Mr", "Mrs"...): internally coded gender of the person

title

Academic degree(s) and similar titles

first name

The given name

further first names

Additional names to the first name

last name

 

name affix

e.g. jr., sr.

composite name

Full name composed of: 1. Form of address, 2. Academic grade/title, 3. First name, 4. Other first names, 5. Last name, 6. Name affixes

save as

For persons in the format {surname}, {first name} ({company}).  For internal employees {last name}, {first name} should usually be suffi­cient.

letter salutation

Salutation that appears above the text of the letter (e.g. 'Dear Mr. Doe'), generated automatically.

date of birth

 Date

profile image

Passport photo or the like.

Company

position

Role of the person in the company (e.g. IT manager).