About contacts

In the following, the terms contact, name, and party are described.

About contacts

A contact is a designation for the names that are used in case handling. A contact can, for example, be a person, employee, municipality, institution, or organization.

A contact is identified in WorkZone Client by both a contact type and an ID.

Contact types could be Persons (with CPR), Persons (without CPR), Buildings, Companies (with CVR), Companies (without CVR), or Institutions.

Contact IDs are unique for each contact and could be auto-generated or entered by the user as well as CPR or CVR numbers that are validated by WorkZone's CPR /CVR integration.

Sharing contacts

Once you have created contacts, you can access the contacts when assigning parties to cases and documents. Not all contacts may be accessible or displayed, depending on the Read access code defined on the contacts.

About contact types

Contacts are grouped by contact types in the Contact register and also define format of the contact ID. Some contact types have CPR or CVR numbers, which require special CPR or CVR numbering while other contact types can freely be assigned their own numbering.

When creating CPR or CVR contacts, you can use WorkZone's CPR or CVR integration which enables you to retrieve contact information based on a CPR or CVR query. The query is opened from the ID field when you enter the CPR or CVR number or by clicking the icon in the ID field.

Contact types are set up and maintained in the WorkZone Configurator by system administrator.

You can search your contacts by contact types and even create a special contact type-specific search.

About contact ID

The Contact ID is a general designation for different numbering schemes which all serve to uniquely identify the individual contact. WorkZone contains a number of pre-defined numbering schemes as well as integrations to Danish authorities to ensure retrieval of correct contact information (CPR/CVR integration).

The number scheme associated with the contact type is set up on the contact type in the WorkZone Configurator by a system administrator.

Examples of contact IDs could be CPR number and CVR number, auto-generated sequential numbers created by the system, or even numbers freely entered by the user.

About contact names

Each contact has one or more names that are entered on the contact detail page.

The fields Name 1 and Name 2 can be used for the first name and surname respectively.

About parties

Party is another word for a contact that is used in a particular context. A party can be, for example, a person who has contacted an organization with a complaint that requires case handling. The person and the organization are both parties in the case.

In the documents, the parties can be assigned roles, such as Sender, Recipient, or Author.

See Also

Access codes

Assign or remove read access to a contact