Dealers: Attaching Contacts |
Sets what contact information is attached to e-mails when you send contacts to other dealers. | ||
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When attaching Companies / Contacts | |
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Send core information only This will only send the name, addresses, phone / fax / mobile numbers and e-mail addresses. All other fields will be blank. |
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Send all fields, and... This will send all fields, including the parts that you select: |
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...include Associates If ticked then links to any Associates of the Contact will be preserved. This is only relevant if you are sending the Contact to someone with a database that is synchronised with yours, as otherwise the reference links will be meaningless. |
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...include Forecasts If ticked then any Forecasts will be preserved. |
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...include Asset ownerships If ticked then links to any Assets owned by the Contact will be preserved. This is only relevant if you are sending the Contact to someone with a database that is synchronised with yours, as otherwise the reference links will be meaningless. |
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...include History of field changes If ticked then the History page, showing all changes made to all fields, will be preserved. |
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...include Data tables (pages 9 to 13) You cannot select this option. Data tables are not sent when you attach a Contact to an e-mail. |
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Note Your setting of whether to include all fields or only the core fields is applied when the e-mail is sent, and not at the time that you attach the Contact. If you choose Core information only and attach a Contact to an e-mail, and then change to All fields before you send that e-mail, then all fields will be sent when you eventually do send the e-mail because that will be the current setting at the time. | ||
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When attaching a Contact, also attach the Company If this is ticked then when you attach a Contact to an e-mail, and that Contact is either at a Company or part of a Family, the Company or Family will also be attached. If this is unticked then only the Contact will be attached. |
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When attaching a Company, also attach all Contacts If this is ticked then when you attach a Company or Family to an e-mail it will also attach all Contacts at that Company / Family. If this is unticked then only the Company / Family will be attached. |