Adding the Contact Details of a Person

Prerequisites

To add the contact details of a person, you should have:

  • Address type codes and countries defined in the application.

Procedure

To add the contact details of a person:

  1. Ensure that the Person Addresses section in the Contact page is expanded when you are defining, editing, or copying a customer registration.

    The Person Addresses section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Address Type Code Used to indicate the type of address that you want to add for the person.
    Note: The list includes only those address type codes where the address type code entity is set to Customer Registration.
    		 Yes
    Effective Date Used to specify the date from when the address is effective for the person. Yes
    Season Used to specify the season for which the address is effective for the person.
    Note: This field appears when you select the Person Seasonal option from the Address Type Code field.
    		 Yes (Conditional)
    Note: This field is required while adding the seasonal contact details of a person.
    Country Used to indicate the country where the person is located.
    Note:

    The list includes only those countries which are already defined in the system.

    On selecting a country, only those address fields which are set as Optional while defining the country appear in the Person Addresses section.

    Also, the labels of the address fields will change depending on the business label which is defined for the respective address field in the Country screen.

    		 Yes
    Address 1 Used to specify the first line of the address. It may contain details, such as house number and apartment name. No
    Address 2 Used to specify the second line of the address. It may contain details, such as street name. No
    City Used to specify the city name. No
    Address 3 Used to specify the third line of the address. It may contain the landmark details. No
    County Used to specify the county name. No
    State Used to indicate the state where the city or county is located.
    Note: The states listed in this field change depending on the country that you have selected.
    		 No
    Province Used to specify the location within the country where the person is located. No
    Address 4 Used to specify the fourth line of the address. No
    Postal Used to specify the postal or zip code of the address. No
    House Type Used to indicate the type of the house.
    Note: The list includes only those values which are defined in the HOUSE_​​TYPE lookup field.
    		 No
    In City Limit Used to indicate whether the address is within the city limit. The valid values are:

    • Yes

    • No

    		 No
    Geographic Code Used to specify the geographic code of the address. No
    Note: The above mentioned fields appear in the Person Addresses section when the respective data is available for the person.

    In addition, the Person Addresses section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Override Mailing Name - Name1 Used to specify the name using which you want to override the person's mailing name. Yes (Conditional)
    Note: This field is required while overriding the persons contact name.
    Override Mailing Name - Name2 Used to specify the name using which you want to override the person's override mailing name 1. Yes (Conditional)
    Note: This field is required while overriding the persons Override Mailing Name - Name1.
    Override Mailing Name - Name3 Used to specify the name using which you want to override the person's override mailing name 2. Yes (Conditional)
    Note: This field is required while overriding the persons Override Mailing Name - Name2.
    Email Address Used to specify the email address of the person. No
  2. Enter the required details in the Person Addresses section.
  3. If you want to add more than one contact details of the person, click the Add (The Add Icon) icon in the upper right corner of this section and then repeat step 2.
    Note: However, if you want to remove the contact details of the person, click the Delete (The Delete Icon) icon in the upper right corner of this section.
  4. Click Validate and Save.
    The contact details are added for the person.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration