Understanding Contact Information
Contacts are the people who are associated with the organization's customers and partners. You use the CRM Contact program (P90CA070) to enter contacts and to view and modify existing contact information.
The CRM Contact program is also an entry point for the Email Merge and Mail Merge features. These features enable you to create customized email messages and letters for a selected group of contacts. Before you can use either of these features, you must create at least one contact.
Contact information includes:
Basic contact information.
You can enter the contact's name, position, address and phone information. You can also associate the contact with other related people.
Activity information.
You can create activities for a contact, or attach existing activities to the contact. Activities enable the organization to complete tasks in a timely manner.
Sales information.
You can review the sales pipeline, sales opportunities, sales quotes, and sales orders that are associated with the contact.
Service information.
You can review the cases that are associated with the contact.
Attachments.
You can view, modify, or enter attachments for the contact.
Profiles.
Because each organization's business needs differ, it is impossible to anticipate every piece of data that you must track for the contacts. To enable you to track contact information that is specific to the organization, the JD Edwards EnterpriseOne Customer Relationship Management Foundation system provides you with configurable, user-defined contact profiling. You can access up to 30 user-defined fields using the Profiles link on the Contact - Manage {Contact Name} form. You can configure these fields to track information that is specific to the business and is not otherwise captured in the JD Edwards EnterpriseOne system.