Show all

Select this check box to display all contacts.

Name

Enter the contact's name the way that it is entered in Microsoft Dynamics AX.

Employee

Select the name of the employee who you want to use to filter the contacts.

If you open the Contact Detailsform from the main menu, the Employeefilter field displays the employee's name.

Overview

View or edit the business contacts for whom you are responsible.

NoteWhen the Show allcheck box is selected, Microsoft Dynamics AX displays all contacts.

General

View or edit the information for a specific contact.

You can also enter the best times to contact the contact.

Setup

Enter additional information about the active contact.

You can also add your own notes and select whether the contact is to receive direct mail.

Addresses

Register the business, home, or other physical address of the active contact.

Contact Info

Register all relevant business or home contact information about the active contact, such as telephone number, e-mail address, and fax number.

NoteYou can also enter the contact's assistant and the assistant's telephone number.

Personal

Register personal information about a contact, such as gender, marital status, hobbies, native language, and date of birth. You can also define a salutation and complimentary closing that the active contact prefers in correspondence.

Notes

Register your personal notes on the contact. Internal notes are meant for internal use only.

Activities

Open the Activity Detailsform and display only the activities of the selected contact.

Documents

Open the Documentsform and display only the documents that are created by the selected contact.

Setup

Open the Interestform to display and adjust the interests for the selected business relation.

Functions

Add contacts that will be synchronized between Microsoft Office Outlook and Microsoft Dynamics AX.

Inquiry

• Open the Sales quotationform and display only quotations that are created by using the selected contact.

• Open the Project quotationform and display only project quotations that are created by using the selected contact.

• Microsoft Dynamics AX displays all open orders from the Sales orderform. If there are no sales orders, the Sales orderform will be blank.

• Open the Campaignsform and display only the campaigns for which the employee is responsible.

• Open the Mailingsform and display only the mailings that are registered to the selected contact.

• Open the Telemarketingform and display only the telemarketing initiatives for which the selected contact is responsible.

• Open the Callsform and display only the telephone calls that are registered to the selected contact.

• Open the Transaction logform to display the logged transactions for the selected contact.

Resume

• View or edit a selected contact's educational background in the Educationform.

• View or edit a selected contact's skills in the Skillsform.

• View or edit the selected contact's professional experience in the Professional experienceform.

• View or edit a selected contact's information in the Position of trustform.

• View or edit the courses that were taken by a selected contact in the Coursesform.

• View or edit certificates that were earned by a selected contact in the Certificatesform.

• View or edit the organization or project matrix that the contact is attached to in the Project experienceform.

Note it

Click this icon to attach a note to the contact.

Address book

Click this icon to open the Global address bookform.

Contact ID

View the contact identification.

Contact

Enter the name of the contact person.

Company name

Enter the name of the contact's company.

Note
If you have set up a communication type and the address is public, you will see a presence indicator next to the %1 name. Click the indicator to contact the %1 or complete other Office communicator tasks.

Phone

Enter the contact's phone number.

Main contact

Select the employee who is responsible for the business relation and the business relation's contact.

Inactive

Select this check box if the contact has become inactive, or is no longer involved with your company.

Documents

Click the document icon to view any documents that are attached to the contact.

Address book ID

View the directory identification number for the contact.

Title

Enter the contact's official job title.

Function

Select a value from the drop-down list that defines the contact's function in the business relation's company.

Profession

Enter the contact's profession.

Department

Enter the department where the contact is located.

Office location

Enter the contact's office location.

Computer network name

Enter the contact's user name or e-mail alias.

Inactive

Select this check box to indicate that the contact is inactive and is no longer a contact with the business relation.

Address book ID

View the directory identification number for the contact's company.

Vendor account

View the vendor account number of the business relation to whom the contact is attached.

If the business relation is not a vendor, the field will be blank.

Customer account

View the customer account number of the business relation the contact is attached to.

If the business relation is not a customer, the field will be blank.

Personal title

Specify the contact's preferred form of address.

First name

Specify the contact's first name.

Middle name

Specify the contact's middle name.

Last name

Specify the contact's last name.

Nickname

Specify the contact's nickname (if any).

Initials

Enter the contact's initials.

Suffix

Select the contact's suffix (if any).

Imported

Select this check box to indicate that the contact's information has been imported instead of manually created in Microsoft Dynamics AX.

Gender

Select the contact's gender.

Language

Select the contact's native language.

Sensitivity

Select the sensitivity of the activities that involve the contact.

Manager

Select the manager of the main contact.

Main contact

Select the business relation's main contact in the company.

The main contact is usually a sales person or account manager.

Available from

Enter the start time for the contact's availability.

Available to

Enter the end time for the contact's availability.

Loyalty

Select the contact's perceived loyalty toward the company.

Decision

Select the contact's perceived decision-making influence.

Character

Select the contact's perceived character.

Microsoft Office Outlook categories

Enter categories from Office Outlook that apply to the contact.

VIP

Select this check box if the contact is a VIP.

The VIP field can be used when you create campaign targets, mailings, and so on as a criterion for selection.

Direct mail

Select this check box if the contact will receive direct mail.

Memo

Write an internal note or memo about the contact.

Public

Select this check box to share the address in the Global address book.

Primary

Select this check box if this is the primary address for the contact. The primary address is listed in the Global address book.

Address type

Select the type of mailing address for the contact.

Street name

Enter the street for the contact's business address.

ZIP/postal Code

Select the Zip/Postal Code for the contact's business address.

City

Enter the city for the contact's business address.

County

Select the county for the contact's business address.

State

Select the state for the contact's business address.

Country/region

Select the country/region for the contact's business address.

Address

View the complete business address for the contact.

Mobile

Enter the contact's primary telephone number.

Extension

Enter the contact's telephone extension number.

Communicator sign-in address

Select this check box to use the selected e-mail address as the Office Communicator sign-in address.

Mobile

Enter the contact's mobile phone number.

Pager

Enter the contact's pager number.

Fax

Enter the contact's fax number.

Telex

Enter the contact's telex number.

E-mail

Enter the contact's e-mail address.

SMS

Specify the contact's mobile phone number for SMS (text messages). You can send the recipient an SMS by using your e-mail system, if your Internet service provider supports sending SMS messages by e-mail.

Internet address

Enter the contact's Internet home page. This is frequently the same as the business relation's main home page, but separate departments might have separate accessible home pages.

FTP site

Enter the contact's FTP site.

Internet free/busy address

Enter the contact's Internet free/busy address.

Name

Enter the name of the contact's assistant.

Phone number

Enter the telephone number of the contact's assistant.

Phone number

Enter the contact's home telephone number.

Fax number

Enter the contact's home fax number.

E-mail

Enter the contact's Internet e-mail address.

IM address

Enter the contact's instant messenger address.

Personal home page

Enter the contact's personal home page address.

Primary phone number

Enter the contact's primary telephone number.

Car phone number

Enter the contact's car phone number.

Radio phone number

Enter the contact's radio phone number.

Callback phone number

Enter the contact's callback telephone.

ISDN number

Enter the contact's ISDN telephone number.

TTY/TDD number

Enter the contact's TTY/DDT phone number.

Other phone number

Enter the contact's secondary telephone number.

Other fax number

Enter the contact's secondary fax number.

Other e-mail

Enter the contact's secondary Internet e-mail address.

Children

Enter the names of the contact's children.

Birth date

Select the contact's date of birth from the calendar.

Anniversary

Select the contact's anniversary from the calendar.

Spouse

Enter the name of the contact's spouse.

Hobbies

Enter the contact's hobbies.

Mileage

Enter the contact's distance in mileage.

Billing information

Enter the contact's billing information.

Salutation 1

Select the salutation that the contact most prefers in written messages.

Salutation 2

Select the secondary preferred salutation for the contact in written messages.

Complimentary close 1

Select the complimentary closing that the contact most prefers in written messages.

Complimentary close 2

Select the secondary preferred complimentary closing for the contact in written messages.

Organizational ID number

Enter the contact's organizational identification number.

Government ID number

Enter the contact's government identification number, if it applies.

Marital status

Select the contact's marital status.

SSN

Enter the contact's Social Security number, if it applies.

Country/region of citizenship

Select the contact's country of citizenship.

Native language

Select the contact's native language.

Visa

Enter the number of the contact's visa or residence permit.

End date

Enter the end date for the contact's visa or residence permit.

Work permit

Enter the contact's work permit number.

End date

Enter the end date for the contact's work permit.

Skill mapping

Select this check box to include skill mapping for the contact.

Reason code

If you have selected the Skill mappingcheck box, select the appropriate code to associate with the skill mapping.