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Contact Fields

Use the Contact Edit page to add a contact or update details for an existing contact. The Contact Edit page shows the complete set of fields for a contact.

TIP: You can also edit contact information on the Contact List page and the Contact Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in this table.

The following table provides additional information regarding some fields.

Field

Description

Key Contact Information

Account

Account the contact is linked to.

NOTE: It is possible to link a contact to more than one account; see Linking Contacts to Multiple Accounts for more information.

Opt In

Used in the U.S. and Europe to indicate that a customer has explicitly chosen to participate in either their information sharing or marketing communications.

Opt Out

Used in the U.S. and Europe to indicate that a customer has explicitly chosen not to allow their information to be shared or has chosen not to receive marketing communications.

Contact Detail Information

Contact Type

Contact's type, such as Prospect, Qualified Lead, Customer, Partner, and Competitor.

Department

Name of the department of the contact.

Manager

Name of the manager of the contact.

Lead Source

Lead source of the contact, such as Advertising, Billboard, Direct Mail, Event, Promotion, Referral, Tradeshow, Web, and Other.

Source Campaign

The campaign that generated the contact. This field is automatically populated during the lead conversion process or specified by the user when a new contact is created.

Assistant Name

Name of the contact's assistant.

Assistant Phone #

Phone number of the contact's assistant.

Private

Indicates that the contact is private and cannot be viewed by other users.

Never Email

Indicates that the contact does not want to receive email.

Degree

Default values are PHD, M.D., D.O., MBA, RN, R.T., Reg. Pharmacist, Master of Science, Dentist, LPN, and Master of Public Health. Specific to Siebel CRM On Demand Life Science Edition.

Market Potential

Default values are High, Medium, and Low. Specific to Siebel CRM On Demand Life Science Edition.

Call Frequency

Default values are No See, 1-2 Times/Year, 3-4 Times/Year, and >5 Time/Year. Specific to Siebel CRM On Demand Life Science Edition.

YTD Sales

Specific to Siebel CRM On Demand Life Science Edition.

Route

Default values are Route 1, Route 2, Route 3, and Route 4. Specific to Siebel CRM On Demand Life Science Edition.

Last Call Date

Specific to Siebel CRM On Demand Life Science Edition.

Best Time to Call

Indicates the best time of day to reach a contact. Default values are Early afternoon, Early morning, Evening, Late afternoon, Mid-morning, and Saturday. Specific to Siebel CRM On Demand Life Science Edition.

Additional Information

Account Address

Primary address. Inherited from the account linked to the contact. Read only.

Contact Address

Alternate address of the contact.

Owner

Alias of the record owner. Generally, the owner can update record details, transfer a record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access.

This value affects which records are included in reports you or your managers run (from Reports and Dashboard pages).

Each record has only one owner. However, contact records can be shared with other users through Contact Team or Account Team pages. For instructions, see Sharing Records (Teams).

Modified By

Name of the person who created or last updated the contact record, followed by the date and time of the update.

Description

Additional information about the contact. Limit of 2,000 characters.

Available Section

Current Investment Mix

Default values are Aggressive, Moderate, and Conservative. Specific to Siebel CRM On Demand Financial Services Edition.

Objective

Default values are Capital Preservation, Income, Income/Growth, Balanced, Growth, Aggressive Growth, and International Diversification. Specific to Siebel CRM On Demand Financial Services Edition.

Segment

Default values are White Collar, Blue Collar, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Penta-Millionaires, and Ultra High Net Worth. Specific to Siebel CRM On Demand Financial Services Edition.

Experience Level

Default values are None, Limited, Good, and Extensive. Specific to Siebel CRM On Demand Financial Services Edition.

Risk Profile

Default values are Conservative, Moderate, Aggressive. Specific to Siebel CRM On Demand Financial Services Edition.

Primary Goal

Default values are Saving for child's education, Saving for College, New Home, Accumulating wealth, Estate planning, Preserving my assets, and Retirement. Specific to Siebel CRM On Demand Financial Services Edition.

Life Event

Default values are Marriage, Birth of Child, Retirement, Divorce, and Other. Specific to Siebel CRM On Demand Financial Services Edition.

Investment Horizon

Default values are Short term, Medium term, and Long term. Specific to Siebel CRM On Demand Financial Services Edition.

Tier

Default values are Gold, Silver, Bronze, Top 100, Top, Medium, and Low. Specific to Siebel CRM On Demand Financial Services Edition.

Total Liabilities

Specific to Siebel CRM On Demand Financial Services Edition.

Total Net Worth

Specific to Siebel CRM On Demand Financial Services Edition.

Total Income

Specific to Siebel CRM On Demand Financial Services Edition.

Total Assets

Specific to Siebel CRM On Demand Financial Services Edition.

Total Expenses

Specific to Siebel CRM On Demand Financial Services Edition.

Credit Score

Specific to Siebel CRM On Demand Financial Services Edition.

Marital Status

Default values are Single, Divorced, Married, Partner, Separated, Widowed, and Widower. Specific to Siebel CRM On Demand Financial Services Edition.

Own or Rent

Default values are Own or Rent. Specific to Siebel CRM On Demand Financial Services Edition.

Home Value

Specific to Siebel CRM On Demand Financial Services Edition.

Date of Birth

Specific to Siebel CRM On Demand Financial Services Edition.

Tax Bracket

Specific to Siebel CRM On Demand Financial Services Edition.

Customer ID

Specific to Siebel CRM On Demand Financial Services Edition.

Gender

Default values are F and M. Specific to Siebel CRM On Demand Financial Services Edition.

Self-Employed

Specific to Siebel CRM On Demand Financial Services Edition.


Published 05/11/2007