Customer Data

Data such as the company name, address, telephone and fax numbers of your clients and potential clients are stored in the Company info area.

You can store information on persons in the following info areas:

• The Person info area is used to store the actual data concerning persons, e.g. their name, date of birth, private address etc.

Use the Person info area to store private bank customers, or doctors that have both a practice and are also employed at a clinic, for example.

• The Contact Person info area is used to store person data related to companies, e.g. department, position, telephone extension etc.
• The Person in Company info area displays all person data in the context of a specific company by combining information in the Person and Contact Person info areas.

For more information, see Managing Companies and Persons and Managing Companies and Persons in the CRM.core Administrator Guide.