About fields on a contact detail page

The contact detail page provides a detailed overview of a contact. The page displays detailed contact information as well as meta data fields that are used to classify and provide access and security details for the contact. The contact detail page can also be set up to display detail tabs at the bottom of the page.

The contact detail page is opened by double-clicking a contact in the contacts list or in a search result list.

The following fields are displayed on the contact detail page:

Field

Description

ID

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.

Contact start date

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.

Contact end 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.

Name 1 and Name 2

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.

Address 1, 2, and 3

There are three fields for the address.

Each field can contain 150 characters.

Postcode and country

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.

Phone

The phone number of the contact.

Mobile

The mobile phone number of the contact.

E-mail

The email address of the contact.

Web page

The web page of the contact.

Fax

The fax number of the contact.

Address type

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.

Group

The available groups are defined by your organization.

Position

The job title of the contact.

Read access

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.

State

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

Created date

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

Created by

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

Last updated

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

Updated by

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

Protection

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.

Address start date

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.

Address end date

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.

Keywords

You can edit keywords directly in the field.

See also Add or remove keywords.