The Contact Details Tab

The Contact Details tab contains the information needed to effectively target a contact for present and recurring business. Contact profiling data (contact type, gender, birthday, etc.), contact methods and numbers, and salutations for mass mail/email action plans give you what you need when searching, sorting, and identifying targets for marketing action plans.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Contacts	From the Contact Record screen, click the Contact Details tab.
Listings	From the Listing Parties screen, click the contact's name.
Closings	From the Closing Parties screen, click the contact's name.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Editing a Contact

FIELDS AVAILABLE ON THIS SCREEN
FIELDSET	Field	COMMENTS
Name Details	Contact Type	Select every relevant type so that you can effectively target the contact for various marketing plans. You can modify the list by clicking Select from/Modify List: Add an item by clicking the Add link. When editing or deleting an item, if the Edit Item and Delete Item icons are not available, the contact type is a system default and cannot be modified or deleted.
	Name	If the contact is a straightforward first name/last name entry, just enter it in the text field and TP8i will parse it correctly. If the contact's name is at all complicated, click the Name details link to open a more complete data entry screen.
	Designation
	Gender
	Birthday
	Remind me days before	Will insert a reminder into the My Business portlet.
	Spouse	If the contact is a straightforward first name/last name entry, just enter it in the text field and TP8i will parse it correctly. If the contact's name is at all complicated, click the Name details link to open a more complete data entry screen.
Work Details	Company	Select a company name from the drop-down list, or enter the name in the text box. To add a company name to the drop-down list for future use, click the Add link and specify a value. Can be included in correspondence.
Work Details	Job Title	Can be included in correspondence.
Marketing	Letter Salutation	Will be used in all communications templates as the opening salutation to the contact.
	Envelope/Label Salutation	Will be used in the address on all envelope and label templates.
	Email subscription	Your subscribe/unsubscribe setting for the contact.
Contact Info	Phone Numbers	By default, Home, Business, Mobile, Fax and Pager fields are available. Additional numbers can be added by switching the screen to Edit mode and clicking the Add Another Number link.
	Email	By default, a single email address is available. Additional addresses can be added by switching the screen to Edit mode and clicking the Add Another Email link.
	Website	By default, a single website is available. Additional websites can be added by switching the screen to Edit mode and clicking the Add Another Website link.
	Primary Contact Method	The primary contact method will be displayed beneath the contact's name in the Contact Look-up.