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Use this form to register data about all of the companies and individuals, including customers, prospective customers, and vendors with whom you have business interactions.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Filtering records
Field |
Description |
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Display all business relations, regardless of any other values in the filter fields. |
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Select an employee from the drop-down list to filter the business relations. Only the business relations for the employee who is the main contact person will be displayed. This filter field will be populated with the employee's name when the form is opened from the main menu. The value in the Employee filter field will be combined with the value in the filter field. |
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Select a business relation type from the drop-down list to filter the business relations. Only the business relations with the same type as the selected type will be displayed. The value in the Type filter field will be combined with the value in the filter field. |
Tabs
Upper Pane
Tab |
Description |
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Provides an overview of all business relations. |
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Provides a detailed overview of the selected business and its classifications. |
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View details about the organization of the selected business relation. |
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View or add information for the selected business relation. |
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View or add address information for the selected business relation. |
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View or add contact information about the selected business relation. |
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Enter the department, cost center, or purpose dimensions for the selected business relation. |
Lower Pane
Tab |
Description |
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View all contacts who are associated with the selected business relation. |
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View all activities that are associated with the selected business relation. |
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View all mailings that are associated with the selected business relation. |
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View all documents that are associated with the selected business relation. |
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View all sales quotations that are associated with the selected business relation. |
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View all responsibilities that are associated with the selected business relation. |
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View all business sectors that are associated with the selected business relation. |
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View all project quotations that are associated with the selected business relation. |
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View all campaigns that are associated with the selected business relation. |
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View all call lists that are associated with the selected business relation. |
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View all transaction logs that are associated with the selected business relation. |
Buttons
Upper Pane
Button |
Description |
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Open the form to view the contact persons who are attached to the selected business relation. |
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Open the form to view the activities that are attached to the selected business relation. |
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Open the form to view the documents that are attached to the selected business relation. |
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Lower Pane
Button |
Description |
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Open the form that corresponds to the tab that you selected. |
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View past mailings and any information associated with the mailing. |
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When the tab is selected, view information about the employee who is attached to the selected business relation. |
Fields
Upper Pane
Lower pane
Field |
Description |
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In the form, you can write short notes regarding the contact persons for the current business relation. |
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The unique number for the contact person for the selected business relation. |
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Enter the name of the contact person for the selected business relation. |
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Enter the phone number for the selected business relation. |
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Select the employee who is the main contact for the selected business relation. |
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Select this check box if the contact information for the selected business relation is no longer active. |
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Open the to view or attach documents that are related to the business relation. |
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Select this check box if the activity that is selected is closed. |
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View the start date and start time for the activity. |
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View the end date and end time for the activity. |
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The priority of the activity. |
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The purpose of the activity. |
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The category that is assigned to the activity. |
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The employee who is responsible for the activity. |
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The description or code for the mailing category. |
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The description or code for the mailing type. |
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The name of the business and the contact person receiving the mailing. |
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The status of the mailing. |
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The date that is planned for sending the mailing. |
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The date that the mailing is sent. |
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The name of the contact person who will receive the mailing. |
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The unique number for the mailing. |
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The date that the document was created. |
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The unique number for the contact person who is associated with the document. |
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The contact information that is related to the document. |
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A description of the document. |
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The document type. |
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The file type of the document. |
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The name of the person who created the document. |
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The unique number for the sales or project quotation. |
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The customer account number. |
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The sales person who is responsible for the sales order. |
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The status of the quotation. |
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The currency that will be used for invoicing the expected sales order. |
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The date that the sales quotation expires and is no longer valid. The expiry date can be precalculated or manually defined. |
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The unique number for the sales order. |
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View the assignment of responsibility. |
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View the identification of the employee who is responsible. |
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View the name of the employee who is responsible. |
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The business sector that has been assigned to the selected business relation. |
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The description of the business sector. |
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The status of the active quotation. |
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The currency that will be used for invoicing the expected sales order. |
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The date the sales quotation expires and is no longer valid. The expiry date can be precalculated or manually defined. |
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View the project that is associated with the quotation. |
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Shows whether the quotation has been transferred to a project forecast. |
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Shows whether the quotation has been transferred to an item requirement. |
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The unique identification number for the campaign. |
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The name of the campaign. |
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The employee who is responsible for the campaign. |
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The current stage or status of the campaign. |
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The type of business relations that the campaign is targeting. |
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The date that the campaign is created. |
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The group that created the campaign. |
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The reason that the campaign has been canceled. |
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The name of the telemarketing call list. |
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The description of the telemarketing campaign. |
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The type of questionnaire that is used in the telemarketing campaign. |
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The employee who is responsible for the telemarketing campaign. |
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The date that the telemarketing campaign starts. |
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The date that the telemarketing campaign ends. |
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The date that the action was logged in the transaction log. |
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The table that the event is attached to. |
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The action that was logged on the element. |
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The reference number to the table where the transaction was initiated. |
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The primary description of the event in the transaction log. |
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The secondary description of the event in the transaction log. |
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The date of the logged event. |
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The employee who performed the logged event. |
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The sales unit (team of sales persons) that is responsible for a common sales target. |
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The identification number for the contact person for the business relation. |