Contact Tabs and Properties
This topic describes Properties in tabs of the Contact Object. The Contact object comprises the following tabs:
• Team Tab
• My Recommended Applications Tab
• Events Participation Details Tab
Note
Tabs suffixed with the # symbol are displayed if Higher Education Foundation is installed.
Properties Tab
The Properties tab contains system Properties. It also contains custom Properties created for the Contact Object. Values for these Properties are set in Desktop Client.
Property (* - indicates that the Property is mandatory. # - indicates that the Property is available when Higher Education Foundation is installed. |
Description |
Value Updated by (System/User)
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Property Can be |
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Edited
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Deleted
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Time zone |
The time zone in which the Contact is located. |
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No. of Interactions |
The number of Interactions exchanged with the Contact. |
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No |
No |
External SIS ID # |
A unique identifier for the Contact in the SIS. |
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No |
Student ID # |
A unique identifier for the Student in a SIS. |
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No |
Contact ID |
A unique identifier for the Contact. |
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No |
No |
Name * |
The name of the Contact. This value will be displayed in the First name field when the Contact is saved. This is a free text field. Maximum number of characters: 255. |
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No |
No |
Campus # |
The Campus associated with the Contact. |
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No |
Team # |
The Team to which the Contact belongs. |
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No |
Owner # |
The name of the Owner who created the Contact. |
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No |
SSN # |
The Social Security Number of the Contact. |
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No |
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The Contact’s email address. The system uses the specified email address to track messages from the contact and threads the messages into an interaction. |
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No |
Secondary e-mail address # |
The Contact's alternate e-mail address. |
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No |
Block Contact E-mails |
Indicates whether e-mail from the Contact must be blocked. |
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No |
No |
Date of birth |
The date of birth of the Contact. |
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Send Mailers |
Indicates whether Mailers can be sent to the Contact when the Contact is added as a Target in a Campaign. If the value for this Property is set to No, Mailers will not be sent to the Contact. |
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No |
No |
Contact Priority |
The priority with which you attend to the Contact. The value for this Property can be High or Low. |
|
No |
No |
Phone |
The primary telephone number of the Contact. |
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No |
Created |
The date and time when the Contact was created. |
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No |
No |
Lead creation date # |
The date when the Lead associated with the Contact was created. |
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No |
Last used in Campaign |
The date when the Contact was last used as a Target in a Campaign. |
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No |
No |
Last Mailer sent on |
The date when the last Mailer was sent to the Contact. |
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No |
No |
Source |
The Directory Server from which the Contact was imported. |
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No |
No |
Base Cost |
The cost of the Contact, derived from the total cost of the external data source from which the Contact was imported. Example The cost of a Contact list from an external source is US$100.00 and 100 Contacts are in the list. The base cost of each Contact is US$1.0. This is a computed Property, calculated using the following formula: Import Cost/Number of successful imports from the source. |
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No |
Contact ROI |
The return on investment on a Contact, if the Contact is added as a Target to one or more Campaigns. This is a computed Property, calculated using the following formula: Contact ROI = {(Actual Value - Total Cost)/Total Cost} x 100%. |
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No |
No |
Total Cost |
For a Contact who is a Target in Campaigns, the total cost is calculated as the sum of the base cost and all Target costs. |
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No |
No |
Message type |
Indicates the format in which the Contact can receive email. The format can be Text or HTML or both. |
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No |
No |
Actual Value |
This Property sums up the revenue generated from the Orders associated with the Contact. |
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No |
No |
Language |
Language of the Interactions exchanged with the Contact. By default, the value for this Property is set to English. You can reset the language. The value set for this Property is used to send automated e-mail messages to the Contact. |
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No |
No |
Default e-mail character set |
By default, this Character Set is used for email messages with a blank Character Set, received from this Contact. This Property is applicable if you have selected the option to receive e-mail messages with blank a Character Set in the Inbox Workspace. Further, this Character Set is used for outgoing e-mail messages to the Contact. If the Property is incompatible with the content of the e-mail message that is sent or if the Property is blank, the Character Set specified in the registry is used. This Property is created during the installation or upgrade process. This is an enumerated Property with enumerated values that include the Character Sets supported by the Mail Component. This Property can be edited in the Contact window. By default, the value of this Property is blank. The value of this Property is set automatically when a Character Set of a Message is changed from the Inbox Workspace. |
|
No |
No |
Send SMS |
Indicates whether SMS messages can be sent to Contacts. By default, the value of this Property is set to No. You can change its value to Yes. |
|
No |
No |
Block incoming SMS |
Indicates whether incoming SMS messages from the Contact must be blocked. By default, the value of this Property is set to No. To block incoming SMS messages from the Contact, you can change the value of this Property to Yes. |
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No |
No |
Send Email |
Indicates whether email messages can be sent to contacts. By default, the value of this Property is Yes. Its value is changed to No in the following scenarios: • Scenario 1:If the contact opts not to receive email messages by clicking an unsubscribe link in an email. • Scenario 2: By communicating through other media with the user that email messages must no longer be sent. In scenario 1, the value of the contact's Send Email property changes to No. This value is then inherited in all leads associated with the contact. In scenario 2, the user changes the value of the contact's Send Email property to No. This value is then inherited in associated leads. Note The property's default inheritance is defined in the property inheritance framework. For information on changing this default inheritance behavior, see Predefined Properties Inheritance maps. |
|
No |
No |
Gender # |
The gender of the Contact. |
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No |
Marital status # |
The marital status of the Contact |
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Veteran # |
Indicates whether the Contact is a veteran. |
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No |
Job title # |
The job title of the Contact. |
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No |
Double Opt-In(SMS) |
This Property can have one of the following values:
By default, it is blank. This Property is read-only and its value is determined by various scenarios. |
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No |
No |
Title # |
The titles used as name prefixes on written correspondence addressed to the Contact. |
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No |
Data block indicator |
This Property can have one of the following values:
Note By default, the value of this Property is No. |
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No |
Relationship Manager |
The User who the Contact requests must be set as the Contact’s Relationship Manager. |
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No |
No |
Integration flag # |
Indicates whether information about the Contact is sent to the SIS. By default, the value of this Property is set to Not Integrated and the value changes to Integrated when information about the Contact is sent to the SIS. Note: This Property is not displayed in Desktop Client. |
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No |
DBI date |
The date when the value of the Data block indicator Property was last updated. |
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No |
No |
Hispanic/Latino # |
Indicates whether the Contact is of Hispanic or Latin ethnic origin. This Property can have one of the following values: Yes: indicates that the Contact is of Hispanic or Latin ethnic origin. No: indicates that the Contact is not of Hispanic or Latin ethnic origin. |
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No |
Citizen # |
Indicates the citizenship of the Contact. For example, Non Resident. |
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No |
Nationality |
Indicates the nationality of the Contact. For example, American. |
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No |
Disabled |
Indicates the disability status of the Contact. This Property can have one of the following values:
By default, this Property is blank. |
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No |
High school academic GPA |
Indicates the Contact’s academic grade point average in high school. This is a number type of Property that supports decimal values. For example, 3.5. |
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No |
SIS Owner # |
The SIS User associated with the Contact. |
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No |
Full Name (Group) Name of the Contact. These Properties are free text fields, in which you can type a maximum of 255 characters. |
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First name |
The first name of the Contact. This name is used when searching for Contacts and in Filters. |
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No |
Middle name |
The middle name of the Contact. |
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No |
Last name |
The last name of the Contact. |
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No |
Nickname # |
The nickname of the Contact. |
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No |
Maiden name # |
The maiden name of the Contact. |
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No |
Suffix # |
The suffix added to the Contact’s name. |
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No |
Salutations |
The salutations used to address the Contact. |
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Preferred name |
The preferred name of the contact. |
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Company Info (Group) The organization to which the Contact belongs. These Properties are free text fields, in which you can type a maximum of 255 characters. |
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Company |
Name of the company to which the Contact belongs. |
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Department |
The Department in which the Contact works. |
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Title |
The job title of the Contact. |
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No |
Address (Group) The group of Properties that comprise the address information for the Contact. These Properties are free text fields, in which you can type a maximum of 255 characters. |
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Street |
The address of the Contact. |
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City |
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State name |
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Zip |
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County # |
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Country name |
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Region # |
The area to which the Contact belongs. |
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No |
Primary phone # |
The primary phone number of the Contact. |
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No |
Phone1 |
The primary phone number of the Contact. |
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No |
Phone2 |
The alternative phone number of the Contact. |
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No |
Phone 2 extension # |
The extension of the alternate phone number of the Contact. |
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No |
Mobile |
The mobile phone number of the Contact |
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No |
Fax |
The fax number of the Contact. |
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Website |
The Web page of the Contact. |
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State |
The address details of the Contact. |
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Country |
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Preference for Phone Campaigns (Group) This group of Properties determines if a User can call a Contact who is a Target in an outbound Phone Campaign. |
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Can be called for Campaigns |
Indicates if the Contact who progresses to become a Target in the outbound Phone Campaign can be called by the Phone User. By default, the value of this Property is set to Yes. |
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No |
Do not call for any Campaign until |
This Property indicates that a Phone User cannot call the Contact before a specified date. The Contact can be called on or after the specified date. For example, if the date specified for this Property is 5/20/2005, a Phone User cannot call the Contact before 5/20/2005. The User can call the Contact on or after 5/20/2005. By default, the value of this Property is set to the date on which the Contact is created. |
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No |
Program Information This group of Properties list the Program details offered by the university for a particular term. |
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Area of Interest # |
The generic area in which the Contact has expressed an interest to pursue a course. |
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No |
Program # |
The Program in which the Contact wishes to enroll. |
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No |
Shift # |
The Shift in which the Contact wants to attend classes. |
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No |
Expected start date # |
The date when the course is expected to start. |
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No |
Term # |
The Term of the course. For example, Summer or Fall. |
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No |
Program Level # |
The level of the Program the Contact wants to pursue. For example, Certificate or Diploma. |
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No |
Lead Information The group of Properties that comprise the Lead information. |
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Education Level # |
Classifying the Leads based on the Previous Education Level. |
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No |
Lead Source # |
The details of how the Lead came to know of your university. |
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No |
Lead Type # |
The medium through which Leads are identified. For example, through T.V, Radio or Newspaper. |
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No |
Extra-curricular |
Any extra-curricular activity performed by the Contact outside the realm of the normal curriculum of education. |
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No |
Non-immigrant Student Tab
In addition to values of Properties in the Properties tab of the Contact, values of properties in this tab are also sent to the SIS using the functionality of the Outgoing Queue object when the CRM and SIS databases are synchronized. Further, changes to corresponding fields of the Non-immigrant Student tab in the SIS are updated as a result of Incoming Queue items that are created.
The functionality of the Update type column in the Contact-to-Lead and Lead-to-Contact Properties Inheritance Maps is also applicable to properties in the Non-immigrant Student tab.
Property |
Description |
Value Updated by (System/User) |
Property can be |
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Edited
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Deleted
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Non-immigrant Student |
Indicates whether the Contact is a non-immigrant Student. Select Yes or No. |
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No |
SEVIS ID |
The Student and Exchange Visitor Information System (SEVIS) ID. This is an eleven-character identifier assigned to the Contact by the United States Immigration and Naturalization Service (INS). |
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No |
No |
Transaction status |
This Property can have one of the following values:
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No |
No |
Action |
This Property can have one of the following values:
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No |
No |
Student Information (Group) |
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Visa type |
Indicates the types of visas used for SEVIS processing. This Property can have one of the following values: • F1 • J1 • M1 • Other Note Values in this Property will be available for selection after the CRM system is synchronized with the SIS database. |
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No |
ITIN / Tax ID |
The ID issued to the Contact by the Internal Revenue Service (IRS). |
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No |
City of birth |
The city in which the Contact was born. |
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No |
Country of citizenship |
The country of citizenship of the Contact. |
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No |
Student DSO / RO |
The Designated School Official (DSO) or Responsible Officer (RO) of the Contact. Note Values in this Property will be available for selection after the CRM system is synchronized with the SIS database. |
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No |
International advisor |
The Contact’s international advisor from staff members in the International Advisors group. |
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No |
Proof of adequate health insurance submitted |
Indicates whether proof of adequate health insurance is submitted. This Property can have one of the following values:
Note This Property must be updated only for Contacts with a J1 visa. |
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No |
Health provider |
The health insurance provider of the Contact. |
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No |
Health insurance end date |
The date when the Contact’s health insurance ends. |
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No |
F1 / M1 Data (Group) |
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Transfer from |
The university or location from where the Contact has been transferred. |
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No |
F1 / M1 Data - Country of birth |
The country of birth of the Contact. |
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No |
Commuter |
Indicates whether the Contact commutes to the class room. Select Yes or No. |
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No |
F1 / M1 Data - Last permanent resident country |
The last country in which the Contact was a permanent resident. |
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No |
Criminal conviction |
Indicates whether the Contact was convicted as a criminal. Select Yes or No. |
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No |
Remarks for I-20 |
Notes about the Contact’s I-20 status. |
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No |
English proficiency required |
Indicates whether proficiency in English is required. Select Yes or No. |
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No |
English proficiency met |
Indicates whether proficiency in English has been met. Select Met or Not Met. |
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No |
English proficiency not required reason |
Indicates the reason why proficiency in English is not required. Maximum number of characters: 255. |
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No |
F1 / M1 Data - Funds (Group) |
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Personal |
The personal funds available with the Contact. |
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No |
School fund |
The funds provided to the Contact by the school. |
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No |
School fund description |
A description of the funds provided by the school. Maximum number of characters: 255. |
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No |
F1 / M1 - other data |
Information about other funds available to the Contact. |
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No |
Other description |
Other information about funds available to the Contact. Maximum number of characters: 255. |
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No |
Employment |
Funds available to the Contact through employment. |
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No |
Employment description |
A description about the Contact’s employment. Maximum number of characters: 255. |
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No |
Funding remarks |
Remarks about funds available with the Contact. Maximum number of characters: 255. |
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No |
Authorization to Drop Below Full Course Load (Group) |
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Authorization reason |
Indicates the reason to enroll in fewer courses than is required. Maximum number of characters: 255. |
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No |
Authorization start date |
The date when the authorization was provided to the Contact. |
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No |
Authorization end date |
The date when the authorization to enroll in fewer courses than is required ends. |
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No |
Authorization remarks |
Remarks about the authorization to enroll for fewer courses than is required. Maximum number of characters: 255. |
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No |
J1 Data (Group) |
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Form number |
The serial number of the J1 visa form. Maximum number of characters: 255. |
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No |
Position code |
The position code number of the Contact. |
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No |
Subject |
Indicates information about the J1 status of the Contact. Maximum number of characters: 255. |
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No |
Category |
Indicates the J1 category of the Contact. This Property can have one of the following values:
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No |
J1 Data - Country of birth |
The Country of birth of the Contact. Note Values in this Property will be available for selection after the CRM system is synchronized with the SIS database. |
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No |
J1 Data - Last permanent resident country |
The last country in which the Contact was a permanent resident. Note Values in this Property will be available for selection after the CRM system is synchronized with the SIS database. |
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No |
EV matriculation |
Indicates matriculation details of the exchange visitor (EV). Note Values in this Property will be available for selection after the CRM system is synchronized with the SIS database. |
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No |
No |
Infraction type |
The type of infraction committed by the Contact. Note Values in this Property will be available for selection after the CRM system is synchronized with the SIS database. |
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No |
No |
Remarks for IAP-66/DS-2019 |
Indicates remarks about the IAP-66/DS-2019 form for the Contact. Maximum number of characters: 255. |
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No |
J1 Data - Funds (Group) |
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Non-immigration govt |
The amount of non-government funding provided to the Contact. |
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No |
J1 Data – personal |
The personal funds available to the Contact. |
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No |
Bi-national commission |
The amount of bi-national commission funds available to the Contact. |
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No |
Program sponsor |
The amount of funds available to the Contact from the program sponsor. |
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No |
J1 Data – other |
The amount of funds available to the Contact from other sources. |
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No |
US government agency 1 |
The code of the American government agency that is funding the Contact. |
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No |
US government agency 1 – amount |
The amount of funding available to the Contact from the agency specified in the US government agency 1 Property. |
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No |
US government Agency 2 |
The code of the American government agency that is funding the Contact. |
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No |
US government Agency 2 – amount |
The amount of funding available to the Contact from the agency specified in the US government agency 2 Property. |
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No |
US international org 1 |
The code of the international organization that is funding the Contact. |
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No |
US international org 1 – amount |
The amount of funding available to the Contact from the agency specified in the US international org 1 Property. |
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No |
US international org 2 |
The code of the international organization that is funding the Contact. |
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No |
US international org 2 – amount |
The amount of funding available to the Contact from the agency specified in the US international org 2 Property. |
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No |
Immigration Data (Group) |
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Passport number |
The passport number of the Contact. Maximum number of characters: 255. |
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No |
Passport issuing country |
The country in which the Contact’s passport was issued. |
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No |
Passport expiry date |
The date of expiry of the Contact’s passport. |
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No |
Visa number |
The visa number of the Contact. Maximum number of characters: 255. |
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No |
Visa issue date |
The date of issue of the visa. |
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No |
Visa expiration date |
The date of expiry of the visa. |
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No |
Place visa issued |
The name of the city where the visa was issued to the Contact. |
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No |
I - 94 (Group) |
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Number |
The number of the I - 94 form of the Contact. |
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No |
D/S indicator |
Indicates whether the duration of stay (D/S) has been specified in the I - 94 form. Select Yes or No. |
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No |
Date of entry |
The date of the Contact’s entry into the United States of America as specified in the I - 94 form. |
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No |
Expiration date |
The date of expiry of the I - 94 form. |
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No |
Port of entry |
The port of entry of the Contact into the United States of America. |
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No |
Note
Values for most of these properties are available for selection only after the CRM database is synchronized with the SIS database.
Categories Tab
This tab lists the Categories created for the Contact Object. From this tab, you can categorize the Contact by selecting one or more Categories.
This tab displays the Activities (Interactions) associated with the Contact. When you select an Activity, the related child Interaction Item View is displayed.
History Tab
This tab displays all the events in the history of the Contact. For example, actions such as Property change for a Contact or Categorization of a Contact are recorded as events in this tab. For a new Contact, this tab is always blank.
Note
• After a fresh installation of CampusNexus CRM, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. Audit can be enabled using the Audit Configuration feature in Business Administrator.
• However, by default, audit is enabled for the predefined Properties in the Event payment details Record list tab of the Contact window. Audit cannot be disabled for these Properties.
Interactions Tab
This tab lists the Interactions belonging to the Contact.
Opportunities Tab
If you created an Opportunity for the Contact from a Campaign, this tab displays Opportunity-related details.
Orders Tab
This tab lists the Orders associated with the Contact.
Mailers tab
This tab displays details related to the Mailers sent to the Contact. For a new Contact, this tab is always blank.
The following table describes the properties displayed in the Mailers tab:
Property |
Description |
Target ID |
The unique identifier of the Target that corresponds with the Contact in a Campaign. A Contact added to a Campaign is converted into a Target when the Contact progresses from one Step to another in the Campaign. The value for this Property is automatically generated. |
Mailer ID |
A unique identifier for the Mailer sent to the Contact. The value for this Property is automatically generated. |
Subject |
The subject of the Mailer sent to the Contact. |
Campaign ID |
The Campaign to which the Contact was added as a Target. |
Campaign name |
The name of the Campaign through which Mailers were sent to the Contact. |
Mailer Status |
The status of the Mailer. It indicates whether the Mailer was sent and delivered to the Contact. This Property can have one of the following values:
|
Date of Action |
The date on which the Contact performed an action related to the Mailer. This action may be sending a response to the Mailer, clicking a URL in the Mailer or filling a Web form. |
Targets Tab
If the Contact is a Target in a Campaign, the Target-related details are displayed in this tab. For a new Contact, this tab is blank.
URLs Clicked Tab
This tab displays the details of the URLs clicked by the Contact. These details are tracked using Business Administrator. The following table describes the Properties displayed in the URLs Clicked tab:
Property |
Description |
Campaign name |
The name of the Campaign through which Mailers were sent to the Contact. |
Mailer Subject |
The subject of the Mailer sent to the Contact. |
URL Name |
The name of the Web page that opens on clicking a URL. |
URL Details |
Details related to the URL accessed by the Contact. |
Last Clicked On |
The date on which the URL was last accessed by the Contact. |
No. of Clicks |
The number of times the URL was clicked by the Contact. |
Target ID |
The Target that corresponds with the Contact in a Campaign. |
Mailer ID |
The ID of the Mailer sent to the Contact. The value for this Property is automatically generated. |
Campaign ID |
The Campaign to which the Contact was added as a Target. |
Notes Tab
This tab provides a text area in which notes can be added. These notes will be visible to other Users.
Account Tab
This tab displays details of the Account to which the Contact belongs. If the Contact is not associated with any Account, this tab is blank. The following table describes the Properties displayed in this tab:
Property |
Description |
Account |
Name of the Account associated with the Contact. The Account name is displayed as a hyperlink in this column. When this link is clicked, the Account window is displayed. |
Reports to |
The person to whom the Contact reports. The list of Contacts displayed in this column depends on the hierarchy specified in the Account Hierarchy tab in the Account window. |
Team Tab
This tab displays details about the Teams to which Interactions associated with the Contact belong. The following table describes Properties displayed in this tab:
Property |
Description |
Team |
Add a new row to include Team details of the Interaction and Owner details of the User who last responded to the Contact. Details of the number of Interactions in a Team specific to this Contact and the date of the last response from the Owner of the Contact, are displayed in the relevant columns. |
Owner |
The name of the User who responded last to an Interaction sent by a Contact. |
Number of Interactions |
The number of Interactions associated with the Contact in a Team. |
Date of Last Interaction |
The date on which the last Interaction was exchanged between the Contact and a User. |
Visit Tab
This tab displays the details pertaining to the Contact's visit to a tracked URL. The following table describes the Properties displayed in the Visit tab:
Visit Attribute |
Description |
URL |
The Uniform Resource Locator (URL) of the corporate website, which was visited by the Contact. |
URL in-time |
The time when the Contact started browsing the tracked URL. |
URL out-time |
The time when the Contact finished browsing the tracked URL and navigated away from it. |
Duration |
The duration (in seconds) of the Contact's visit to the tracked URL. Formula: URL in-time - URL out-time. |
Shopping cart value |
The total value of items in the visitor’s shopping cart at any given point during the visit. |
Referrer |
The person who provided the URL of the corporate website to the Contact. |
Browser |
The Internet browser used by the Contact. |
Form Submitted |
Indicates whether the Contact submitted a form hosted on the corporate website. The value for this Property can be Yes or No. |
Demo |
The name or URL of the demo hosted on the corporate website. |
Demo clicked |
Indicates whether a Uniform Resource Locator (URL) or a Flash File hosted on the corporate website was clicked. The value for this Property can be Yes or No. |
Banner ad |
The name or URL of the banner advertisement hosted on the corporate website. |
Banner ad clicked |
Indicates whether the Contact clicked the banner advertisement hosted on the corporate website. The value for this Property can be Yes or No. |
Downloaded files |
The names of the files that the User downloaded from the corporate website. |
Survey |
The name or URL of the Survey hosted on the corporate website. |
Ethnic Groups Tab #
This tab lists the Ethnic Group items associated with the Contact.
Pronouns Tab #
This tab lists Pronoun items associated with the Contact.
Test Scores Tab #
The tab lists the Test Score items associated with the Contact.
Addresses Tab #
This tab lists the address details of the Lead(s) associated with the Contact.
Primary Accounts Tab #
This tab lists the Primary Accounts associated with the Contact.
Leads Tab #
This tab lists the Leads associated with the Contact.
Enrollments Tab #
This tab lists the Leads associated with the Enrollment.
Document Status Tab #
This tab lists the Document Status items associated with the Contact.
Calendar Events Tab
The Calendar Events tab displays details of Calendar Events that are sent to attendees. For a new Object record, this tab is always blank. The following table describes the Properties displayed in this tab:
Property |
Description |
Calendar Event ID |
A unique identifier of the Calendar Event. The value for this Property is automatically generated. |
Name |
The name of the Calendar Event. This value is typed by the user in the Name field of the Add Calendar Event dialog box. |
Owner |
The name of the logged in user who created the Calendar Event. |
Created On |
The date and time when the Calendar Event was created. |
Last Updated |
The date and time when the Calendar Event was last updated. |
My Products Tab
This tab lists Properties of the Product Object.
Portal Tab
The Portal tab is available in the Contact window in Desktop Client. It displays information about portals to which the Contact has registered.
My Recommended Applications Tab
Lists applications recommended by the contact. A recommender is a contact who recommends student applications. Alternatively, users can manually add contacts as recommenders to applications.
The following table describe this tab's properties:
Property |
Description |
Application ID |
A unique identifier for the application. |
Name |
The name of the Application. Example Graduate Course in Molecular Biology |
Owner |
The owner of the application. By default, the name of the logged in user who created the application is set as the owner of the application. |
Team |
The team in which the application is created. |
Created On |
The date and time when the application was created. |
Last Updated |
The date and time when the application was last updated. |
Company |
If the Applicant works for an organization, this property indicates its name. |
My Applications Tab
Lists Applications associated with the contact. When a Contact submits an Application, it is created and displayed in this tab.
Property |
Description |
Application ID |
A unique identifier for the Application. |
Name |
The name of the Application. Example Graduate Course in Molecular Biology |
Owner |
The owner of the Application. By default, the name of the logged in user who created the application is set as the owner of the application. |
Team |
The team in which the application is created. |
Created On |
The date and time when the application was created. |
Last Updated |
The date and time when the application was last updated. |
Company |
If the applicant works for an institution, this property indicates its name. |
My Recommendations Tab
Lists recommendations that have been included by the user. If the user creates a recommendation received by postal mail, the user can associate the recommendation with the contact (the recommender) by adding the recommendation in this tab.
The following table describes this tab's Properties:
Property |
Description |
Recommendation ID |
The ID of the Recommendation. |
Name |
The name of the Recommendation. |
Owner |
The User who created the Recommendation. |
Team |
The Team to which the Recommendation belongs. |
Created On |
The date and time when the Recommendation was created. |
Last Updated |
The date and time when the Recommendation was last updated. |
Event Participation Details Tab
Lists details of events in which the contact is a participant. In this tab, users can add or remove the contact from various events. The following table describes this tab's properties:
Property |
Description |
Participant ID |
The ID of Participant associated with the Event. |
Participant name |
The name of the Participant. By default, the name of the Contact is set as the name of the Participant. |
Participation status |
Indicates the status of the Participant in the Event. This Property can have one of the following values:
|
Currency |
Indicates the type of currency accepted for the Event. |
Amount paid |
The amount paid by the Participant for the Event. |
Balance due |
The balance amount, if any, to be paid by the Participant. |
Group registration |
Indicates whether the Participant belongs to a Group. |
Participants Paid For Tab
Lists details of all participants for whom the contact is set as a payee, i.e., a contact who pays the event registration amount on behalf of a participant. You can manually set a payee for a participant from the participant window. The following table describes this tab's properties:
Property |
Description |
Participant ID |
The ID of a Participant. |
Participant name |
The name of the Participant. By default, the name of the Contact is set as the name of the Participant. |
Event name |
The name of the Event. |
Main Event/Sub Event |
Indicates whether the Event is a Main Event or a Sub Event. |
Event type |
Indicates whether the Event is a Free Event or a Paid Event. |
Currency |
Indicates the type of currency accepted for the Event. |
Amount paid |
The amount paid by the Participant for the Event. |
Payment method |
The method used by the Payee to pay for the Event. This Property may have one of the following values:
|
Group registration |
Indicates whether the Participant belongs to a Group. |
Participation status |
Indicates the status of the Participant in the Event. This Property can have one of the following values:
|
Special needs |
Any special requests made by the Participant. |
Created On |
The date and time when the Participant was created. |
Last Updated |
The date and time when the Participant was last updated. |
Group Members Tab
Lists details of all participants for which the contact is set as a primary participant, i.e., the leader of a group of participants belonging to an event. A participant can be set as a primary participant of various groups of participants belonging to different events. The following table describes this tab's properties:
Property |
Description |
Participant ID |
The ID of a Participant. |
Participant name |
The name of the Participant. By default, the name of the Contact is set as the name of the Participant. |
Owner |
The owner of the Event to which the Participant belongs. |
Created On |
The date and time when the Event was created. |
Last Updated |
The date and time when the Event was last updated. |
Activities Tab #
This tab lists the Activities associated with the Contact.
Agency/3rd Party Tab #
This tab lists the details of the Account with which the Contact is associated.
Previous Education Tab #
This tab lists details of the Previous Education details of the Contact.
Personal Tab
Lists properties created for the Personal tab. The tab is visible in Desktop Client only for the user who created these properties. Note that the tab is visible to the user only if the user has created at least one property for the tab.
Columns Displayed in a Related Object Tab
Interaction, Opportunity, Order, Target and Account are the Objects that are related to the Contact Object. These Object tabs display properties as column headers in Desktop Client.