1. Customer Relationship Management Fundamentals Implementation Guide
  2. Understanding Contacts

Understanding Contacts

The CRM Contact program (P90CA070) enables you to track information about contact people who are associated with partners, customers, and competitors. Using the CRM Contact program, you can access the Email Merge and Mail Merge features, which enable you to create personalized letters or electronic messages for selected contacts. Before you can use either of these features, you must create at least one contact.

Note: (Release 9.2 Update):The Mail Merge feature has been deprecated as part of bug 28911261.

The CRM Contact program enables you to:

  • View or modify detail information, such as addresses, phones and related people.

  • View or modify activity and email information.

  • View or modify opportunity, pipeline, quote, or sales order information.

  • View or modify information about cases associated with the contact.

  • Enter, view or modify attachments for the contact.