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Learn about the fields for record detail view.

General

The following Fields are used the Record Details View:

FI: Account Name (2), Street (5010), ZIP (6), City (8), Country (5), Website (21)

KP: Salutation (8), Title (7), First Name (10), Last Name (9), Person Type (128), Business E-Mail (27), Business Telephone (21), Business Mobile (24), Function (36), Date of Birth (40), Main Contact Person (5038) MA: Subject (90), Activity Type (2), Activity Status (3), Rep (93), Starts on (0), Starts at (1), Text (36)

Additionally the following Info areas are searchable through the the Search in the top-right corner of the Add-In: FI, KP, MA.



Known Issues

It is currently not possible to synchronize contacts with the Exchange server (PVCS #79581)

For the info area A3 it is required to input an Other Appointment type into the field ID 4 which is not used in the CRM, thus we sync the values with the field ID 5000.

The mapping between the catalogs is done by the trigger “TE_A3_UPD_Occupation4Connector” in the right “TE_SR Template Main - LSI”.

Mapping

ID:5000

Variable Catalog

Name: (202) Occupation

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ID:4

Fixed Catalog

Name: -x- (Other Appointment (A3))

Administration

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Other Reasons

Conference

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Other Reasons

Holiday

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Holiday

Meeting/Education

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Other Reasons

Others

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Other Reasons

Sick leave

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Sickness

Visit

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Other Reasons