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Contact (contact)

Note: Contact records are able to highly customizable, and your organization may have many additional fields. In this entity defintion, we will only go through the fields that are standard.

 

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General Tab

At A Glance

This section displays pertinent RAMCO and NRDS information for this member.

Information

  • Prefix - Prefix to the contact's name. Examples include Mr., Ms. etc.
  • First Name - The contact's first name.
  • Middle Name - The contact's middle name.
  • Last Name - The contact's last name.
  • Suffix - The suffix to the contact's name. Examples include Sr., Jr., III, etc.
  • Salutation - A greeting to address the contact. An example includes Dear.
  • Nickname - The contact's nickname.
  • Office - A lookup to an existing account record or where a new account record can be created.
  • Primary E-mail - The contact's primary e-mail address.
  • Billing E-mail - The contact's billing e-mail address.
  • MLS Listing E-mail - The contact's MLS Listing e-mail address.
  • Website - The contact's website URL.
  • Last COE Date - The contact's Last COE Date. 
  • Political District - The contact's political district.

Address

Preferred Address  - Specifies the contact's preferred address.

Home Address

  • Sames As - This field specifies whether the Home Address will need to be written or can be pulled from the Office Street or Mailing Address.
  • Street 1 - The contact's Street 1 Address.
  • Street 2The contact's Street 2 Address. An example would include an Apartment or Suite number.
  • CityThe contact's City.
  • State/ProvinceThe contact's Street Address. This field is a lookup to the available State or Province records. The Country field will determine whether State or Provinces records will be available to chose from.
  • Zip/Postal CodeThe contact's Street Address.
  • CountryThe contact's Street Address. This field is a lookup to the available Country records. This field can be set in the Settings Entity to auto-populate with a country.

Mailing Address - These are the same fields as the Home Address

Phone & Fax

Phone

  • Preferred Phone - Specifies whether the home, office, mobile, or pager number will be the preferred phone for the contact.
  • Mobile Phone - The contact's mobile phone number.
  • Office PhoneThe contact's office phone number.
  • PagerThe contact's pager number.
  • Home PhoneThe contact's home phone number.
  • Office Phone ExtThe contact's office extension.

Fax

  • Preferred FaxSpecifies whether the home or office fax number will be the preferred fax number phone for the contact.
  • Home FaxThe contact's mobile phone number.
  • Office FaxThe contact's mobile phone number.

Portal

  • Username - The contact's username that he or she will use to log into the portal.
  • PasswordThe contact's password that he or she will use to log into the portal.
  • Last Portal Login - This field will auto-populate the date and time the contact logged into the portal.
  • Last Profile Update - This field will auto-populate the date and time the contact last updated their portal profile information.
  • E-mail Verified - If this field is toggled to No and the Require Email Verification field is toggled to Yes in the Settings Entity, the contact will be required to verify their email address. After the contact logs into the portal, they will be directed to a page that will them to either resend the verification email to update their email address.
  • Terms & Conditions - This field, by default, is set to No. When the contact verifies they agree to the Terms & Condition in the Profile setup, this will toggle to Yes.

Security Question & Answer - These fields will populate based on the responses from the contact's Profile in the Portal

  • Question 
  • Answer

Details

Personal Information

  • Gender - The contact's gender.
  • Marital Status - The contact's marital status.
  • Spouse/Partner - The contact's spouse or partner's name.
  • Birthday - The contact's birth date.
  • Anniversary - The date of the contact's anniversary.
  • No. of Children - The number of children the contact has.

Business Information

  • Occupation - The contact's occupation.
  • Primary Field of Business - The contact's primary field of business. 
  • Secondary Field of Business 1The contact's secondary field of business. 
  • Secondary Field of Business 2The contact's secondary field of business. 
  • Secondary Field of Business 3The contact's secondary field of business. 

Note: For more details on the NRDS Field of Business entity, including field definitions, click here.

Preferences

NAR Communication Preferences - These fields are specific to how NAR will communicate with the contact.

  • Publication Address - This field specifies the address to send publication materials to.
  • Allow E-mail in Membership Directory - This field determines whether or not the contact will allow people to email them through the Membership Directory on the portal.
  • Junk Mail - This field specifies whether or not the contact will allow junk mail to be sent to them.
  • MailThis field specifies whether or not the contact will allow mail to be sent to them.
  • FaxThis field specifies whether or not the contact will allow faxes to be sent to them.
  • Include on Roster - This field specifies whether or not the contact will allow themselves to be included on the roster.
  • Include Profile in Membership Directory - This field specifies whether or not the contact will allow their profile to appear in the membership directory.
  • E-mail - This field determines whether or not the contact will emails to be sent to them.
  • NAR E-mail Address - The contact's email address that NAR will use to contact him or her.
  • Potential Sponsor - This field specifies whether or not the contact will be a potential sponsor.

Contact Methods

  • Preferred - This field specifies the preferred contact method for the contact.
  • E-mail - This field specifies whether or not the contact will allow emails to be sent to them. 
  • Phone - This field specifies whether or not the contact will allow phone calls.
  • Mail - This field specifies whether or not the contact will allow mail to be sent to them.
  • Bulk E-mail - This field specifies whether or not the contact will allow bulk emails to be sent to them.
  • Fax - This field specifies whether or not the contact will allow faxes to be sent to them.

Marketing Information - These fields are part of the campaign functionality

  • Last Date Included in Campaign - This field will auto-populate if the contact has been a part of a campaign.
  • Send Marketing Materials - This field determines whether or not the contact will allow marketing materials to be sent to them.

Administration

  • Price List - This field auto-populates to the default price list set up in the Settings Entity.
  • Currency - The contact's default currency. 

NRDS

  • NRDS ID - This field can be edited until the contact record is saved for the first time. After the contact record has been saved, generating a NRDS ID will require going through the Membership Application Wizard or signing up for a membership through the portal.
  • NRDS Insert Date - This field will auto-populate with a date when the member is successfully inserted into NRDS.
  • NRDS Timestamp - This field will auto-populate a NRDS specific number when the member is successfully inserted into NRDS.

Phone/Fax Country

  • Office Phone - This field is a lookup to the available countries.
  • Mobile Phone - This field is a lookup to the available countries.
  • Home Phone - This field is a lookup to the available countries.
  • Fax - This field is a lookup to the available countries.
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