About fields on a contact detail page

The ID field depends on your choice in the Type field.

Example: If you choose Persons (with CPR), that is a social security number, in the Type field, you must enter a CPR number in the ID field.

Start date for the contact.

When you create a contact, the current date will be given as the start date.

You can change the date.

Example: You can set a forward date if the contact is not to be used until the forward date. In this case, the contact will appear as Closed until the forward date.

End date for the contact.

You can close a contact by adding an end date and thus prevent the contact from being used in connection with, for example, new cases and documents. See also Close a contact.

For names of persons, you can use the Name 1 field for first and middle names and the Name 2 field for the last name.

Each field can contain 150 characters.

There are three fields for the address.

Each field can contain 150 characters.

Denmark is set as the default country in the Country field. If you do not change the country, the system assumes that the postcode you enter in the first field is a Danish postcode or postal district.

The phone number of the contact.

The mobile phone number of the contact.

The email address of the contact.

The web page of the contact.

The fax number of the contact.

The address you enter in the address fields is automatically made the Main address in the Address type field. You can change the content of the field for the main address, for example, to Branch Address.

The available groups are defined by your organization.

The job title of the contact.

Defines who has permission to view the contact.

You can edit read access in the same way as, for example, for documents. See also Add/remove read access to a document.

The content of the field is defined by your organization. The options available in the field are defined in the WorkZone Configuration Management.

The creation date of the contact is entered by default. This field cannot be edited.

The name of the person creating the contact is entered by default.

The update date of the contact is entered by default. This field cannot be edited.

The name of the person updating the contact is entered by default.

This field is used prevent the contact's address from being displayed when sending SmartPost messages and when merging contact information into Microsoft Word documents using WorkZone for Office 2017 and later.

Define a start date for address protection for the contact. When a contact's address is protected, only the contact's name will be displayed in Word documents and SmartPost messages.

In SmartPost messages, the cover page of the message will still contain the full name and address of the contact so the mailman can deliver the mail.

Start date for the address.

When you create an address, the current date will be given as the start date.

You can change the date. For example, you may forward date if the address is not to be used until a later date. In this case, the address will appear as Closed until the start date arrives.

End date for the address.

You can close an address by adding an end date and thus prevent the address being used in connection with, for example, new cases and documents.