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

The type of contact, such as Prospect, Qualified Lead, Customer, Partner, Client, and Competitor.

The Client value is specific to Oracle CRM On Demand Financial Services Edition.

NOTE: If you select the Client value in this field, then the Client Since Date field is automatically populated with the current date.

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 Advertisement, Direct Mail, Email, Web Site, and Other.

Source Campaign

The campaign that generated the contact. If the contact is created through the lead conversion process, this field is automatically populated from the Campaign field on the lead record. If the contact is created by a user, the user can enter the information in this field.

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. This field is specific to Oracle CRM On Demand Life Sciences Edition.

Market Potential

Default values are High, Medium, and Low. This field is specific to Oracle CRM On Demand Life Sciences Edition.

Call Frequency

Default values are No See, 1-2 Times/Year, 3-4 Times/Year, and >5 Time/Year. This field is specific to Oracle CRM On Demand Life Sciences Edition.

YTD Sales

This field is specific to Oracle CRM On Demand Life Sciences Edition.

Route

Default values are Route 1, Route 2, Route 3, and Route 4. This field is specific to Oracle CRM On Demand Life Sciences Edition.

Last Call Date

This field is specific to Oracle CRM On Demand Life Sciences 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. This field is specific to Oracle CRM On Demand Life Sciences Edition.

Additional Information

Account address fields

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

Contact address fields

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).

Description

Additional information about the contact. This field has a limit of 16,350 characters.

Available Section

Current Investment Mix

Default values are Aggressive, Moderate, and Conservative. This field is specific to Oracle CRM On Demand Financial Services Edition.

Objective

Default values are Capital Preservation, Income, Income/Growth, Balanced, Growth, Aggressive Growth, and International Diversification. This field is specific to Oracle 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. This field is specific to Oracle CRM On Demand Financial Services Edition.

Experience Level

Default values are None, Limited, Good, and Extensive. This field is specific to Oracle CRM On Demand Financial Services Edition.

Risk Profile

Default values are Conservative, Moderate, and Aggressive. This field is specific to Oracle 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. This field is specific to Oracle CRM On Demand Financial Services Edition.

Life Event

Default values are Marriage, Birth of Child, Retirement, Divorce, and Other. This field is specific to Oracle CRM On Demand Financial Services Edition.

Investment Horizon

Default values are Short term, Medium term, and Long term. This field is specific to Oracle CRM On Demand Financial Services Edition.

Tier

Default values are Gold, Silver, Bronze, Top 100, Top, Medium, and Low. This field is specific to Oracle CRM On Demand Financial Services Edition.

Total Liabilities

This field is specific to Oracle CRM On Demand Financial Services Edition.

Total Net Worth

This field is specific to Oracle CRM On Demand Financial Services Edition.

Total Income

This field is specific to Oracle CRM On Demand Financial Services Edition.

Total Assets

This field is specific to Oracle CRM On Demand Financial Services Edition.

Total Expenses

This field is specific to Oracle CRM On Demand Financial Services Edition.

Credit Score

This field is specific Oracle CRM On Demand Financial Services Edition.

Marital Status

Default values are Single, Divorced, Married, Partner, Separated, Widowed, and Widower. This field is specific to Oracle CRM On Demand Financial Services Edition.

Own or Rent

Default values are Own or Rent. This field is specific to Oracle CRM On Demand Financial Services Edition.

Home Value

This field is specific to Oracle CRM On Demand Financial Services Edition.

Date of Birth

This field is specific to Oracle CRM On Demand Financial Services Edition.

Tax Bracket

This field is specific to Oracle CRM On Demand Financial Services Edition.

Customer ID

This field is specific to Oracle CRM On Demand Financial Services Edition.

Gender

Default values are F and M. This field is specific to Oracle CRM On Demand Financial Services Edition.

Self-Employed

This field is specific to Oracle CRM On Demand Financial Services Edition.

Client Since Date

Automatically populated with the current date when the Contact Type is set to Client. This field is specific to Oracle CRM On Demand Financial Services Edition.

Referred By

The person who referred the contact. This field is specific to Oracle CRM On Demand Financial Services Edition.

Qualified Date

Automatically populated with the current date when the client is qualified. This field is specific to Oracle CRM On Demand Financial Services Edition.

Status

Status of the Contact. Default values are Active, Quiet Filed, or Dead Filed. This field is specific to Oracle CRM On Demand Financial Services Edition.

Profession

The client's profession. This field is specific to Oracle CRM On Demand Financial Services Edition.