Assign Contacts

Form ID: (CR503011)

On this form, you can perform mass assignment of unassigned contacts. For this assignment, the system uses the assignment map specified for contacts on the Customer Management Preferences (CR101000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Initiates the assignment process for the records that you have selected in the table.
Process All Initiates the assignment process for all records listed in the table.

Table

This table contains the list of contacts that meet the conditions of the applied reusable filter (if any). If no filter is applied, all available contacts are listed.

Column Description
Selected An unlabeled check box that you select to include the record in processing if you click Process.
Contact The display name of the contact.
Title The contact's courtesy title (which is one of the following options: Dr., Miss, Mr., Mrs., Ms., or Prof.).
First Name The first name of the contact.
Last Name The last name of the contact.
Job Title The job title of the contact.
Duplicate The duplicate validation status of the record.
Business Account The business account that the contact is associated with (if any).
Account Name The company name associated with the contact.
Parent Business Account The customer account that the contact is associated with (if any).
Parent Business Account Name The customer company name.
Active A check box that indicates (if selected) that the contact is active.
Status

The status of the contact.

This box contains one of the following options :

  • Active: The contact is active, appears on all selection lists, and can be used in documents.
  • Inactive: The contact is inactive and cannot be used in documents.
Reason The reason the status of this contact has been changed.
Class ID The identifier of the contact class to which the contact belongs.
Source The source of the contact.
State Name The state of the contact.
Country The country of the contact.
City The city of the contact.
Postal Code The postal code of the contact.
Address Line 1 The first line of the contact's address.
Address Line 2 The second line of the contact's address.
Email The email address of the contact.
Phone 1 The primary phone number of the contact.
Phone 2 The secondary phone number of the contact.
Phone 3 Another phone number of the contact.
Fax The fax number of the contact.
Workgroup The workgroup for the contact.
Owner The owner of the contact.
Last Incoming Activity The date of the latest incoming activity that is associated with the contact.
Last Outgoing Activity The date of the latest outgoing activity that is associated with the contact.
Created On The date when the contact record was created.
Last Modified On The date when the contact record was modified most recently.