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 type of address, for example the main address of the contact or branch address of a business. The default value is HA, main address but this can be changed by a system administrator by customizing the contacts detail page. The values of the list in the Address type field are set up in WorkZone Configurator > Global > System droplists.
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 the same way as write access cases and documents is edited. See also Manage access rights
Write access	Defines who has permission to update the contact. You can edit write access the same way as write access on cases and documents is edited. See also Manage access rights
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. Note: 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 the 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.