Manage contacts

In the following, the basic tasks associated with contacts are described. See also About contacts.

Create a new contact

If you are creating a company with CVR or Person with CPR, see Create a contact by CPR (persons) or CVR (companies) number below.

1. In the Main ribbon, click Contact and in the menu, select the contact type you want to create.
2. A new contact detail page is displayed on a new tab.
3. In the new contact detail page > ID field, if the ID has not been auto-generated, enter the unique number for the contact.
   
4. In the new contact detail page, define any other relevant contact information in the fields of the tab page.
   Read about the fields in Fields on the contact detail page.
5. In the Main ribbon, click Save .

 

Create a contact by CPR (persons) or CVR (companies) number

Create a contact by CPR number

All residents of Denmark have personal CPR (Civil Personal Registration) numbers. You can use CPR numbers to download general contact information from the Central Office of Civil Registration to WorkZone and quickly create new contacts or update the existing ones. CPR number must have this format: ddmmyy-xxxx.

1. In the ribbon, click Contact > Persons (with CPR).
2. In the ID field, click the Import contact icon.
3. In the dialog box, enter a CPR number in the ID field and click Search. Search results include ID's owner and his or her relatives.

Tip: The color of the record provides the following additional information:

• Blue: The CPR number already exists as a contact
• Black: A person related to the CPR number already exists as a contact.
• Grey: The CPR number does not exist as a contact.
4. Select people that you want to add as contacts and click Import selected. Once you click the button, new contacts are created and saved in WorkZone. Meta data fields such as name and address are automatically populated. If you select existing contacts, information about them will be updated according to the Danish Civil Registration System.

Create a contact by CVR or P-number

All companies in Denmark are required to have an identification number known as a CVR (Central Business Register) number. You can use CVR numbers to download general business contact information from the Central Business Register to WorkZone and quickly create new contacts or update the existing ones. A CVR number is an eight-character number with the following format: xxxxxxxx. A company can have multiple addresses, for example, a headquarters and several production addresses. Each address must also have a unique Production unit number (P-number). The P-number is a ten-character number with this format xxxxxxxxxx. P-units can have the same CVR number.

Tip: You can search for a company either by using the CVR number, P-number and/or company name. P-number searches are faster than CVR number searches. Searches by company name are slowest as they are the broadest searches.

1. In the ribbon, click Contact > Companies (with CVR.
2. In the Contact detail tab > ID field, click the Import contact icon to open the Import Company form.
3. In the Import Company form > ID field, enter a valid CVR or P-number to search for a company by CVR or P number.
4. (Optional) In the Import Company form > Name field, enter a name in the Name field. You do not need to use search by company name if you have the CVR or P-number.
5. Select the Import only CVR Companies check box to exclude P-numbers from the search results, displaying only CVR numbers. If you have entered a valid P-number in the ID field above, the P-number will be displayed regardless of the Import only CVR Companies check box.
6. Click Search to retrieve company data from the CVR register. The search results include the searched company and its units.

Tip: The color of the record provides the following additional information:

• Dark Blue: The CVR number already exists as a contact
• Dark Grey: The CVR number does not exist as a contact.
• Light Blue: The P-number already exists as a contact.
• Light Grey: The P-number does not exist as a contact.
7. Select companies and units that you want to add as contacts and click Import selected. Once you click the button, new contacts are created and saved in WorkZone. Meta data fields such as name and address are automatically populated. If you select existing contacts, information about them will be updated according to the Danish Civil Registration System.

Edit a contact

You can change information on an existing contact. For example, you can add and remove addresses or edit case references.

Contacts can be edited from the contact detail page or from a contacts list.

From the contact detail page

1. Open the detail page of a contact you want to edit.
2. Click the meta data field that you want to edit, and make your changes.

-Or-

Open a relevant detail tab (for example Case references), and make your changes.

3. In the Main ribbon, click Save .

From a contacts lists

1. In the Home tab, in the navigation pane, select a contacts list.
2. In the list area, select the contact you want to edit. You can select and edit multiple contacts.
3. Right-click on the contact in the list and select Edit and the information you want to edit.
4. Define the new values in the dialog and click Edit.

Edit contact state

1. Open the detail page of a contact for which you want to edit the state.
2. In the State field, select a state from the list.
3. Click Save to save the contact. The life cycle of the contact is updated with the new state.

View the life cycle of a contact

The life cycle shows the progress of a contact since its creation, that is:

• When the State field was changed.
• To what value the State field was changed.
• Who has made the change (column Performed by).
• When the contact was created, closed, or reopened (column Action).

To view the life cycle of a contact, follow these steps.

1. Open the detail page of a contact whose life cycle you want to see.
2. From the detail tabs, open the Life cycle tab.
   

Tip: You can add more columns to see more information.

Close a contact

Usually you close a contact if the contact is an organization that has ceased to exist.

A closed contact will still be preserved as a party where it is added as a party.

1. Open the detail page of a contact you want to close.
2. Insert a date in the Contact end date field.
3. Click Save . The contact will be closed as of this date.

Copy a contact to the clipboard

You can copy a link to a contact in WorkZone and, for example, paste it in a document.

1. Open the detail page of a contact that you want to copy to your clipboard, or select it from a list.
2. In the Main ribbon, click Share > Copy to clipboard. If you are using a contacts list, you can also right-click on the contact in the list and select Share > Copy to clipboard.
3. Paste the link, for example, in a document.

Delete a contact

Prerequisites:  

• The contact must not have references to cases, documents, or to other contacts.
• You cannot delete contacts of the types Employee and Unit.

To delete a contact, proceed with the following steps:

1. Open the detail page of the contact you want to delete.
2. In the ribbon, click Deleteand then Yes in the Confirm dialog.

Important: Contacts are permanently deleted immediately and cannot be restored.