In the contact management, you can differentiate between information about persons and companies in your own company (home, internal persons), and persons and companies outside your company.
There are colored contact icons that appear in the Type column of contact lists. This makes it easier to differentiate contacts in lists by their group or category.
Internal company or department (my company), black
Internal person (staff members), black
External companies (except customer and competitor): blue, customer contact group: green, competitor contact group: red
Corporate group: color corresponds to contact group
External person
Tip: The tooltip in in the symbol column of contacts briefly explains the icons.
Admin: The icon of the contact (CLA_TYP_PIC) is taken from the process definition (General tab, Picture field). Thus, an individual icon can be provided for each process. The corporate flag overrides the process icon and sets a corporate icon independently of the process.
In addition, the CRM lets you organize specific contacts in different Groups, for example Sales prospect, Customers, Lead or Competitors. If you change the assignment of a contact to a different group, a systematic qualification of the contact is performed (lead → prospective customer → customer).
With company contacts and personal contacts, a Sales partner can be associated via Additional data. One could create a "sales partner net" or a "dealer net", and manage the relations. The sales partner appears after the assignment as a contact in the Contact relations list in companies and persons, respectively. It is evident from the Relation / Role field that it is a sales partner. In the same list, you can see the contact group of the sales partner and what their status is.
You can indicate a communication language you prefer for communicating with the contact in telephone calls and correspondences. The communication language controls the form of address and the envelope window independently of the address ("not German"). If templates in different languages are prepared for sales documents (an English commercial proposal), a corresponding sales document will be created in the sales case as well.
Staff members new to the enterprise (Contact) are always automatically assigned the communication language of the enterprise.
The communication language will be transferred automatically to all employees of the enterprise when creating a new enterprise or changing it subsequently. Only employees who have the same old language or no old language and for which the enterprise is their main company are changed.