The customer the contact person is associated with.

Begin typing the name of the desired customer and then select the provider from the drop-down list.

The current state of the contact person's provider.

The contact person's forename.

Enter the text into the field.

The contact person's surname.

Enter the text into the field.

The initials of the contact person's name.

Enter the text into the field.

The gender of the contact person.

Click on the drop-down list and select an item.

The current state of the contact person.

• • Select the tickbox if the contact person is valid and can be used. The contact person will be available for selection in drop-down lists.
  • Deselect the tickbox if the contact person is no longer valid and cannot be used. The contact person will appear in the Contact Persons table on the Contact Persons tab but will not be available for selection in drop-down lists.  

The position of the contact person in the translation company.

Begin typing the name of the position and then select from the drop-down list. If you enter a position which currently does not exist in the system, the position will be automatically stored in Configuration after you create the contact person. The position will also be available for selection whenever you create a new partner.

The contact person's email address.

Enter the address into the field.

The contact person's preference to receiving Customer Relationship Management (CRM) emails.

• • Select the tickbox if the contact person does not want to receive CRM emails. CRM emails will not be sent to the contact person.
  • Deselect the tickbox if the contact person wants to receive CRM emails. CRM emails will be sent to the contact person.

The date which you and the contact person began correspondence.

Manually enter the date (yyyy-mm-dd) into the field or click and select from the calendar.

A label used to organise contact persons. For example, you create categories which represent their respective customers' prince-sensitivity and importance.

Click the drop-down list and select a category. The selected category appears above the drop-down list.

• • To remove a selected category, click .
  • To add all the available categories, click Add all. Now all categories are assigned to the contact person.
  • To remove all the selected categories, click Remove all. Now no category is assigned to the contact person.

The languages in which the contact person can communicate.

Click on the drop-down list and select a language. The selected language appears above the drop-down list:

• • To remove a selected language from the contact person, click .
  • To add all the available languages, click Add all. Now all languages are selected for the contact person.
  • To remove all the selected languages, click Remove all. Now no language is selected for the contact person.

The native language of the contact person. 

Click on the drop-down list and select a language. The selected language appears above the drop-down list:

• • To remove a selected language, click .
  • To add all the available languages, click Add all. Now all languages are selected for the contact person.
  • To remove all the selected languages, click Remove all. Now no language is selected for the contact person.