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Manage Contacts

Explanation​

A contact is an address entity, can be a person or a company. Please see the standard Business Central help about CRM and contact management.

In E-Care, a contact is the entry point to create a beneficiary and it's related customer.

Special Fields​

On the contact card, you have some E-Care specific fields:

  • Birthday : Use it to manage birthday list for non-beneficiaries contacts
  • Sort Name: internal usage

For Medical Doctor only:

  • Referrer GLN : enter the GLN of the Medical Doctor (needed in the XML file)
  • Referrer VCR : enter the VCR of the Medical Doctor (needed in the XML file)
note

see the synoptic for an overview of the relationships.

caution

in Business Central, a Customer can only be generated from a Contact of type Company, but as E-Care works mainly with Persons some features has been added to have Contact-Personal information in a Contact-Company card.

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