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Companies Contacts Tab

 
 
Companies Contacts Tab
1

ID Field

1. ID Field
An alphanumeric ID for the record
2

First Name Field

2. First Name Field
An alphanumeric field
3

Last Name Field

3. Last Name Field
An alphanumeric field
4

Department Field

4. Department Field
Select a department from the dropdown list. List values are defined in the Companies Departments Tab.
5

Address Field

5. Address Field
Select an address from the dropdown list. List values are defined in the Companies Addresses Tab .
6

Title Field

6. Title Field
An alphanumeric field
7

Phone Field

7. Phone Field
Phone Field
8

Ext Field

8. Ext Field
Phone Field
9

Fax Field

9. Fax Field
Phone Field
10

Cell Field

10. Cell Field
Phone Field
11

Alt Phone Field

11. Alt Phone Field
Phone Field
12

Email Field

12. Email Field
Email Field
13

Website Field

13. Website Field
An alphanumeric field
14

Type Field

14. Type Field
A custom dropdown list. Values are defined in Portfolio/Lists/Lists/Standard Lists/Type (Contacts)
15

Primary Field

15. Primary Field
One contact can be defined as the primary one by checking this box.
16

Inactive Field

16. Inactive Field
Check this box to mark the contact as inactive. Inactive contacts cannot be added to records.
17

Notes Field

17. Notes Field
Notes (Memo) Field
18

Project Field

18. Project Field
Read only. This fields lists the projects with which the contact has been associated. See Projects Contacts Tab for information about associating contacts with projects.