Address book

This page describes the terms and functions in the address book of Die Agenturverwaltung.

This address book is the place where all master data of organizations and people in Die Agenturverwaltung is stored centrally.

Organizations and people

In Die Agenturverwaltung there are two logically separated directories:

• Organizations

• People

Organizations and people can be linked to each other by adding a person to an organization as a contact person with an optional position within the organization.

Example Max Muster is Director Marketing at the organization FastCargo GmbH. At the same time he is the president of the organization Logistikverband Niedersachsen e.V. That means one and the same person is a contact person for multiple organizations. Max Muster’s personal email address and mobile phone number are stored on the person and are therefore also findable via the two organizations in which Max Muster is a contact person.

Organizations

An organization represents a company or enterprise that can receive services from the agency or provide services to the agency.

An organization has the following attributes:

• Name (required)

• Phone number(s)

• Email address(es)

• Postal address(es)

• URL(s)

• Bank account details

In addition, any number of people can be linked to this organization in the "Ansprechpartner" tab.

People

A person represents a sole proprietor or a contact person of an organization.

As a sole proprietor, a person can receive services from the agency or provide services to the agency.

A person has the following attributes:

• Salutation

• Title

• Date of birth

• First name

• Last name

• Phone number(s)

• Email address(es)

• Postal address(es)

• URL(s)

• Bank account details

In addition, any number of organizations can be linked to a person on the person's master data page.

Tags

Both people and organizations can be tagged with tags. Suppliers for printing services, for example, can be given the tag "Druckerei". This makes them findable in the tag search.

Tags can also be used to qualify the contacts of leads in a sales funnel, for example with tags like "Hot Lead", "Closed Won" or similar.

More about searching for contacts can be found here:

Search for contacts

Notes

Notes for organizations or contacts work the same way as notes on jobs. Multiple notes can be created and these can, if necessary, also be made available to a limited group of people — e.g. the management.

More information about notes can be found here:

Notes in job management

Documents

Documents on organizations or contacts work the same way as documents on jobs.

More about this can be read here:

Document storage in job management

Followups

Followups on organizations or people are very helpful when it comes to new business development, for example. They can remind a team member about a specific event related to the last contact ("Could you call me again in mid-February, then I will know whether we can release the budget for that").

Followups on address book contacts also work exactly the same as for jobs or financial documents:

What are followups?

Use of organizations and people in job management and financial documents

Use contacts