The Personal Data tab allows you to enter the primary data regarding the currently opened contact; among the more relevant fields presented in this tab are:
Personal data form
Code - Indicate a univocal code (it can not be duplicated); its maximum length is 250 characters.
Company name / Name - Enter the company's name or person to whom the form is related.
Location - Set the country, address, city, state and zip code to detail the location of the person/company. To identify the locations, you can enter up to 100 characters in the "Address" field.
NB: Available cities, states/districts, and zip codes depend on the country set in Configuration > Settings > Basic > System; note that these fields can be manually entered for a more custom definition.
NB: If the person/company has an agency, the "Address" and "City" values would be retrieved from the agency registry.
Date establishment - Date of the person/contact being contacted the last time.
Registry Number - Insert the VAT registration number referred to either customers or suppliers; it will help speed up future invoicing operations.
Marketing email / Office email - Enter the email address to which automatic notifications will be sent.
You can only enter one email address in this parameter. The restriction is only revoked for specific customers.
NB: This field is named "marketing email" for companies and "office email" for persons.
NB: If this field is not filled, mailbox services will be unavailable for this code.
Entity type - Specify the relationship between the current person/company and the station, indicate if it's an 'account executive' (which commissions can be set using the Configuration_PersonalData_Agent02 commissions button), 'agency', 'media centre', 'purchasing groups' or 'none' of the previous.
NB: If this field is compiled, the contact layout used for the current person will be the same for companies; it will be possible to specify its invoicing data, banks, etc.
EXT-CODE - The external code that is assigned to the specific customer. This information is helpful if the customer ID is unavailable when selecting the customer from the list.
Signature - Load a digitized signature from a file or a scanner to be included in generated documents.
You can import images into a personal data form. The imported image can be 4K Ultra HD or oversized images, and it would be scaled and displayed in full in the image pane. Take into consideration the following guidelines when importing images:
- The image file name extension can be in uppercase, lowercase, or mixed.
- If the file extension needs to be changed, it should be changed using the editor (instead of manual file rename) to prevent conversion errors during import.
As a preventive measure, if you attempt to delete a "Personal Data" field linked to existing Contracts of Orders, a warning message will be prompted, and the data deletion will be denied.
If you had performed the personal data deletion from the Toolbar, a different warning message would be prompted. Nevertheless, both warning messages would deny the deletion of personal data from the Personal Data form. The deleted personal data cannot be restored; it must be manually filled with new entries.
NB: In the Personal Data Form, you can set the mandatory fields to be filled by the customer when inserting personal data in Order. The required fields can be defined in Configuration > Settings > Basic Configuration > Personal Data section.