Contacts

Main menu for all contacts. Can be added to the main menu. Possible to add listviews.

The idea of the contacts is that you can have both internal and external contacts. All users in Deem Insight must be created as a contact before the user can be created.

Field	Description
Name	Name of the contact. Mandatory.
Phone	Phone number to the contact. Optional.
E-Mail	Email address of the contact. Mandatory.
Title	Title of the contact. Optional.
Reports to	Name of the person the contact reports to. Must be a contact in Deem Insight. Optional.
Business Area	Business area the contact belongs to. Must exist in Deem Insight. Optional.
Main account	Main account the contact belongs to. Must exist in Deem Insight and is recommended to set up. Optional.
External id	External id of the contact. Optional.
Status	Status of the contact (active/inactive). Mandatory.
Type	Type of the contact. Can be set in Admin-Record Types. Mandatory.
Country	Country of the contact. Can be set in Admin-Countries. Optional.
Language	Language of the contact. Can be set in Admin-Languages. Optional.
Contact related to Account	List of accounts the contact is related to. Optional.
Contact related to Project	List of projects the contact is related to. Optional.

Tasks tab: List of the tasks the contact is set as owner of.

Projects tab: List of the projects the contact is set as owner of.

Assets tab: List of the assets the contact is set as owner of.

Timeline tab: Timeline related to the contact.

Reports to tab: List of the contacts which reports to the actual contact.