Persons
Records of persons are the basis for users and contain personal information like contact data. You can create and modify persons either in masterdata or CRM cockpit.

General data
- First name of the person
- Last name of the person
- Title - salutation
- Title - optional field for an academic title
- Abbreviation - optional field for a nickname or an alias
- Set the flag to activate the person. Please note: if you remove the flag, the connected users will also be deactivated!
- Optionally you can tag the person as VIP.
- Company - if the person is an employee of a client, you can select the company in this field.
- Category - optional selection of the person's department within the company
- Position - optional field for the person's position within its department.
Settings
- Letter/Title - letter opening
- Letter/Salutation - complimentary close
- Internal ID - optional field for the internal staff number
- External ID - optional field for an external staff number which will be displayed on correspondence.
- Branch office - optional selection of a sub-office of the pserson's company
- Proxy - optional selection of a person who fills in for the current person
- Decision maker/budget - selection of the budget the person is allowed to handle. Please note: if AllowedModule "CRM:Name darf nicht leer sein. Entscheider als Pflichtfeld." is activated, a budget must be selected if you modify the person in the CRM cockpit.
- Contact - contact data like phone numbers and e-mail addresses can be created and selected in this grid.
- Mailinglists-identifier - if a static mailinglist is converted into a dynamic mailinglist, its identifier is saved to this field. Please note: after the conversion of the mailinglist will be removed from the grid below!
- Mailinglist/Validity - selection of mailinglists to which the person is connected statically.
- Address - optional selection of an address which can be tagged as personal address.
Personal data
The data in this tab are optional.
User
A new user record is created via special action.
History
In the history tab all modifications of the record are logged.