Choosing to Use Person Contact or Person Phone

Person contact is an updated and more configurable alternative to person phone and email. In this release, a feature is introduced that some system processes use to determine if person contact or person phone and email is being used. Person phone and email are referred to as legacy behavior. Legacy behavior is enabled when the Legacy Person Phone and Email Option Type on the Customer Information Options is set to Y. When set to N or not set legacy behavior is not enabled.

If your implementation uses functionality that has not been updated to use the feature, such as campaigns and order, you may wish to enable legacy behavior and continue to use person phone and email. It is important to note that Person Contacts are required for notifications.

The following system processes have been updated to alter functionality based on whether legacy behavior is enabled or not.


System Process	Behavior When Feature is Not Set	Behavior When Feature is Set
Person	The Person Phone Grid and the Person Email field are not shown	The Person Phone Grid and the Person Email field are shown. Person Contact is always shown.
Person	The functionality to maintain person contacts from person phone is not triggered even when a person contact type is associated with a phone type.	The functionality to maintain person contacts from person phone is enabled.
Account/ Person	When an email or fax bill or quote route type is chosen, then information displayed is related to person contacts.	When an email or fax bill or quote route type is chosen, then information displayed is related to person phone or email.
Start/Stop	The Person Contact collection is shown and can be edited.	The Person Phone collection and Person Email are shown and can be edited.
Case	The Preferred Contact Methods associated with legacy person phone and email are not shown.	The Preferred Contact Methods associated with legacy person phone and email are available. Person Contact is always available.
Customer Contact	The Preferred Contact Methods associated with legacy person phone and email are not shown.	The Preferred Contact Methods associated with legacy person phone and email are available. Person Contact is always available.