Page 5050 "Contact Card"

Base Application · Microsoft.CRM.Contact · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Contact Card
SourceTable	Contact
PageType	ListPlus

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
General	No.	No.	Specifies the number of the involved entry or record, according to the specified number series. from the table field
	Name	Name	Specifies the name of the contact. If the contact is a person, you can click the field to see the Name Details window. from the table field
	Name 2	Name 2	Specifies an additional part of the name. from the table field
	Type	Type	Specifies the type of contact, either company or person. from the table field
ParentCompanyInfo	Company No.	Company No.	Specifies the number for the contact’s company. from the table field
	Company Name	Company Name	Specifies the name of the company. If the contact is a person, Specifies the name of the company for which this contact works. This field is not editable. from the table field
General	Job Title	Job Title	Specifies the contact’s job title. from the table field
	Business Relation	Contact Business Relation	Specifies the type of the existing business relation. from the table field
	Integration Customer No.	`IntegrationCustomerNo`	Specifies the number of a customer that is integrated through Dynamics 365 Sales.
	Search Name	Search Name	Specifies an alternate name that you can use to search for the record in question when you cannot remember the value in the Name field. from the table field
	Salesperson Code	Salesperson Code	Specifies the code of the salesperson who normally handles this contact. from the table field
	Salutation Code	Salutation Code	Specifies the salutation code that will be used when you interact with the contact. The salutation code is only used in Word documents. To see a list of the salutation codes already defined, click the field. from the table field
	Organizational Level Code	Organizational Level Code	Specifies the organizational code for the contact, for example, top management. This field is valid for persons only. from the table field
	Last DateTime Modified	`Rec.GetLastDateTimeModified()`	Specifies the date and time when the contact card was last modified. This field is not editable.
	Date of Last Interaction	Date of Last Interaction	Specifies the date of the last interaction involving the contact, for example, a received or sent mail, e-mail, or phone call. This field is not editable. from the table field
	Last Date Attempted	Last Date Attempted	Specifies the date when the contact was last contacted, for example, when you tried to call the contact, with or without success. This field is not editable. from the table field
	Next Task Date	Next Task Date	Specifies the date of the next task involving the contact. from the table field
	Exclude from Segment	Exclude from Segment	Specifies if the contact should be excluded from segments: from the table field
	Privacy Blocked	Privacy Blocked	Specifies whether to limit access to data for the data subject during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review. from the table field
	Minor	Minor	Specifies that the person’s age is below the definition of adulthood as recognized by law. Data for minors is blocked until a parent or guardian of the minor provides parental consent. You unblock the data by choosing the Parental Consent Received check box.
	Parental Consent Received	Parental Consent Received	Specifies that a parent or guardian of the minor has provided their consent to allow the minor to use this service. When this check box is selected, data for the minor can be processed. from the table field
	Registration Number	Registration Number	Specifies the registration number of the contact. You can enter a maximum of 20 characters, both numbers and letters. from the table field
Content	History	part Page 5073 “Contact Int. Entries Subform”	—
Address	Address	Address	Specifies the contact’s address. from the table field
	Address 2	Address 2	Specifies additional address information. from the table field
	Country/Region Code	Country/Region Code	Specifies the country/region of the address. from the table field
	Post Code	Post Code	Specifies the postal code. from the table field
	City	City	Specifies the city where the contact is located. from the table field
CountyGroup	County	County	Specifies the state, province or county as a part of the address. from the table field
Address	ShowMap	`ShowMapLbl`	Specifies the contact’s address on your preferred map website.
Contact	Phone No.	Phone No.	Specifies the contact’s phone number. from the table field
	Mobile Phone No.	Mobile Phone No.	Specifies the contact’s mobile telephone number. from the table field
	E-Mail	E-Mail	Specifies the email address of the contact. from the table field
	Fax No.	Fax No.	Specifies the contact’s fax number. from the table field
	Home Page	Home Page	Specifies the contact’s web site. from the table field
	Correspondence Type	Correspondence Type	Specifies the preferred type of correspondence for the interaction. from the table field
	Language Code	Language Code	Specifies the language that is used when translating specified text on documents to foreign business partner, such as an item description on an order confirmation. from the table field
	Format Region	Format Region	Specifies the format region that is used when formatting dates and numbers on documents to foreign business partner, such as an total amount on an order date. from the table field
Foreign Trade	Currency Code	Currency Code	Specifies the currency code for the contact. from the table field
	Territory Code	Territory Code	Specifies the territory code for the contact. from the table field
	VAT Registration No.	VAT Registration No.	Specifies the contact’s VAT registration number. This field is valid for companies only. from the table field
Content	Profile Questionnaire	part Page 5051 “Contact Card Subform”	—
FactBoxes	Control41	part Page 5104 “Contact Picture”	—
	Control31	part Page 9130 “Contact Statistics FactBox”	—

Actions

Group	Action	ToolTip	Runs
Company	Business Relations	View or edit the contact’s business relations, such as customers, vendors, banks, lawyers, consultants, competitors, and so on.
	Industry Groups	View or edit the industry groups, such as Retail or Automobile, that the contact belongs to.
	Web Sources	View a list of the web sites with information about the contact.
Person	Job Responsibilities	View or edit the contact’s job responsibilities.
Contact	Profiles	Open the Profile Questionnaires window.
	Picture	View or add a picture of the contact person or, for example, the company’s logo.	Page 5104 “Contact Picture”
	Comments	View or add comments for the record.	Page 5072 “Rlshp. Mgt. Comment Sheet”
Alternative Address	Card	View or change detailed information about the contact.	Page 5057 “Contact Alt. Address List”
	Date Ranges	Specify date ranges that apply to the contact’s alternate address.	Page 5059 “Contact Alt. Addr. Date Ranges”
Dataverse	Contact	Open the coupled Dataverse contact.
	Synchronize	Send or get updated data to or from Dataverse.
Coupling	Set Up Coupling	Create or modify the coupling to a Dataverse contact.
	Delete Coupling	Delete the coupling to a Dataverse contact.
Dataverse	Synchronization Log	View integration synchronization jobs for the contact table.
Related Information	Related Contacts	View a list of all contacts.	Page 5052 “Contact List”
	Segments	View the segments that are related to the contact.	Page 5150 “Contact Segment List”
	Mailing Groups	View or edit the mailing groups that the contact is assigned to, for example, for sending price lists or Christmas cards.	Page 5064 “Contact Mailing Groups”
	Customer	View information about the customer that is associated with the selected record.
	Vendor	View information about the vendor that is associated with the selected record.
	Bank Account	View information about the bank account that is associated with the selected record.
	Employee	View information about the employee that is associated with the selected record.
	Online Map	View the address on an online map.
	Customer/Vendor	View the related customer, vendor, or bank account.
Prices	Sales Price Lists	View or set up sales price lists for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.
	Sales Prices	View or set up sales price lines for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.
	Sales Discounts	View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.
	Price Lists (Discounts)	View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.
Tasks	Tasks	View all marketing tasks that involve the contact person.	Page 5096 “Task List”
	Opportunities	View the sales opportunities that are handled by salespeople for the contact. Opportunities must involve a contact and can be linked to campaigns.	Page 5123 “Opportunity List”
	Postponed Interactions	View postponed interactions for the contact.	Page 5082 “Postponed Interactions”
Documents	Sales Quotes	View sales quotes that exist for the contact.	Page 9300 “Sales Quotes”
	Purchase Quotes	View purchase quotes that exist for the contact.	Page 9306 “Purchase Quotes”
History	Interaction Log Entries	View a list of the interactions that you have logged, for example, when you create an interaction, print a cover sheet, a sales order, and so on.	Page 5076 “Interaction Log Entries”
	Statistics	View statistical information, such as the value of posted entries, for the record.	Page 5053 “Contact Statistics”
	Sent Emails	View a list of emails that you have sent to this contact.
Functions	Launch Web Source	Search for information about the contact online.
	Print Cover Sheet	View cover sheets to send to your contact.
Create as	Customer	Create the contact as a customer.
	Vendor	Create the contact as a vendor.
	Bank	Create the contact as a bank.
	Employee	Create the contact as an employee.
Link with existing	Customer	Link the contact to an existing customer.
	Vendor	Link the contact to an existing vendor.
	Bank	Link the contact to an existing bank.
	Employee	Link the contact to an existing employee.
Functions	Apply Template	Select a defined template to quickly create a new record.
	Merge With	Merge two contact records into one. Before merging, review which field values you want to keep or override. The merge action cannot be undone.
	Create as Customer	Create a new customer based on this contact.
	Create as Vendor	Create a new vendor based on this contact.
	Make Phone Call	Call the selected contact.
Processing	Create Interaction	Create an interaction with a specified contact.
	Apply Word Template	Apply a Word template on the contact.
	Send Email	Send an email to this contact.
	Create Opportunity	Register a sales opportunity for the contact.	Page 5124 “Opportunity Card”
	Create Sales Quote	Offer items or services to a customer.
	Create Purchase Quote	Create a new purchase quote for the vendor.
Reporting	Contact Cover Sheet	Print or save cover sheets to send to one or more of your contacts.

Events published

OnAfterEnableFields(var CompanyGroupEnabled: Boolean; var PersonGroupEnabled: Boolean; var CurrencyCodeEnable: Boolean; var VATRegistrationNoEnable: Boolean; var CompanyNameEnable: Boolean; var OrganizationalLevelCodeEnable: Boolean) (integration)
OnBeforePrintContactCoverSheet(var ContactCoverSheetReportID: Integer) (integration)
OnAssistEditNameOnAfterContactSetRecFilter(var Contact: Record Contact; var IsHandled: Boolean) (integration)
OnBeforeOnNewRecord(var Contact: Record Contact; var IsHandled: Boolean) (integration)
OnBeforeOnOpenPage(var Contact: Record Contact) (integration)

Procedures

6 local procedures, no public ones.

Triggers

OnAfterGetRecord, OnAfterGetCurrRecord, OnInit, OnNewRecord, OnOpenPage

Relations

source table Table 5050 “Contact”

Pages and codeunits on this table

Page 5052 “Contact List” (card page)

Extended by

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 5330 “CRM Integration Management” (3 calls: OnAfterGetCurrRecord → SendResultNotification, OnOpenPage → IsCDSIntegrationEnabled, OnOpenPage → IsCRMIntegrationEnabled)
Codeunit 1400 “DocumentNoVisibility” (1 call: SetNoFieldVisible → ContactNoIsVisible)
Codeunit 1630 “Office Management” (1 call: OnOpenPage → IsAvailable)
Codeunit 365 “Format Address” (1 call: OnAfterGetRecord → UseCounty)
Codeunit 5331 “CRM Coupling Management” (1 call: OnAfterGetCurrRecord → IsRecordCoupledToCRM)
Codeunit 7001 “Price Calculation Mgt.” (1 call: OnOpenPage → IsExtendedPriceCalculationEnabled)

Called by

Codeunit 1636 “Office Contact Handler” (1 call: ShowCustomerVendor → (object))
Codeunit 4305 “SOA Filters Impl.” (1 call: CreateContact → (object))
Codeunit 5330 “CRM Integration Management” (1 call: OpenRecordCardPage → (object))
Page 1604 “Office New Contact Dlg” (1 call: CreateNewContact → (object))
Page 4406 “SOA Create Contact” (1 call: OnQueryClosePage → (object))
Page 5197 “Attendee Subform” (1 call: ShowCard → (object))

Countries that replace it

Documented on Microsoft Learn

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Contact Card"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Across versions

Neighbourhood 17 connected objects and pages