CRM › Customers
Contacts
A list in CRM → Customers. Records can be created and corrected here, under the rules in What may be changed.
Where to find it
Address in the console: /crm/contacts
List · 5 columns · 8 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| First | Text | first_name |
| Last | Text | last_name |
| Account | Text | account_name |
| Code | email | |
| Mktg consent | Yes or no | consent_marketing |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Account | Choice | Looked up from existing records | |
| First name required | Text | ||
| Last name required | Text | ||
| Name in native script | Text | ||
| Text | |||
| Phone | Text | ||
| Title | Text | ||
| Marketing consent recorded | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.