54.8.2.3 Personal Data Form

The Personal Data tab allows you to enter the main data regarding the currently opened contact; among the more relevant fields presented in this tab are explained below:

Config_personal_data_form

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 the person to whom the form relates.

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 depending on the country set in Configuration > Settings > Basic > System; note that these fields can be manually entered for a more custom definition.

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 to speed up future invoicing operations.

Marketing e-mail / Office e-mail - Enter the e-mail address to which automatic notifications will be sent.

NB: This field is named "marketing e-mail" for companies and "office e-mail" 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.

Signature - Load a digitised signature to be included in generated documents from either a file or a scanner